A complete list of active advisors currently associated with Thi, Inc.

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

The firm provides investment management, financial planning, portfolio review, and small‑business financial consulting to individuals, entrepreneurs, professionals, small businesses, retirement plans, trusts, estates and charitable organizations. Engagements range from one‑time portfolio reviews and project fees for planning to ongoing discretionary portfolio management and assistance with acquisitions and business valuations. The firm’s process begins with an evaluation of each client’s financial situation, goals and risk tolerance and emphasizes diversified asset allocation implemented through mutual funds, ETFs, fixed income, individual equities and, in limited cases, options and alternative strategies. Management is commonly discretionary, employs both active and passive allocation techniques with periodic rebalancing, and accounts are reviewed at least quarterly. Compared with many peers, the firm’s principal is also a practicing attorney who provides legal services to many advisory clients and devotes less than 10% of time to legal practice, although there is no separate law‑firm arrangement. The firm also routinely works with retirement plans and charitable organizations and places a notable emphasis on small‑business advisory work (including mergers, acquisitions and valuations); it has also described use of standing letters of authorization that affect custody reporting under a Pennsylvania position statement.

To learn more about the advisors currently working at Thi, 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.