A complete list of active advisors currently associated with Thinagee Investments Inc.

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

Thinagee Investments Inc. provides investment management to high-net-worth and individual clients, including families, trusts, estates, and corporate plans, delivering portfolio design, security selection, account paperwork, investment education, and ongoing account reviews. The firm is fee-only and generally charges asset-based advisory fees while using third-party custodians (primarily recommending Charles Schwab) for trade execution and custody; it does not offer wrap-fee programs. Portfolios are built through individualized strategic asset allocation using fundamental analysis and Modern Portfolio Theory, with a mix of passive index/ETF exposure and active funds, dividend-paying stocks, bonds and, more recently, alternative investments. The adviser typically manages accounts on a discretionary basis, provides quarterly reporting and periodic reviews (including year-end tax reviews for taxable accounts), and does not rely on model portfolios or composites. Thinagee is notable for its scale relative to staff: it manages roughly $265 million in AUM with a single portfolio manager, an AUM-per-advisor level that is uncommon for supported firms, and it recently transitioned to SEC registration while expanding its offerings to include alternative investments. The firm maintains a stated $2 million account guideline (accepting smaller accounts at management discretion), handles proxy voting for discretionary accounts, and does not take custody of client assets.

To learn more about the advisors currently working at Thinagee Investments 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.