A complete list of active advisors currently associated with Thales Investment Services, Inc.

Warmer can help you find a great advisor at Thales Investment Services, Inc. or one who fits your needs even better.

Thales Investment Services, Inc. provides discretionary portfolio management and advisory services to individual clients and select pension/profit-sharing plans, establishing written investment policy statements, strategic asset allocation, portfolio construction, and ongoing supervision. With two advisors managing roughly $3.36 million across 33 client accounts, the firm operates at a small scale and focuses on individualized portfolio oversight. The firm employs a rules-based investment process that blends fundamental analysis, quantitative screening, and price-based indicators to select primarily exchange-listed equities and exchange-traded products. Its methodology emphasizes quality and balance-sheet discipline — including multi-year free cash flow screens (in some cases up to ten years), share-count reduction trends, market-cap minimums (around $1 billion), industry exclusions, and ranking by both fundamental factors and relative price performance; portfolios generally hold about 15–30 stocks and may be rebalanced as frequently as monthly. Distinctive elements in Thales’ brochure include explicit allocations to ETFs providing exposure to gold, silver, and Bitcoin as a hedge against currency debasement or inflation, and an emphasis on hard-asset exposure implemented via exchange-traded products rather than direct holdings. The firm also discloses receipt of research and other services from custodians (for example, Interactive Brokers) under soft-dollar arrangements, which it identifies as a potential conflict of interest.

To learn more about the advisors currently working at Thales Investment Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.