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 discretionary investment management to high‑net‑worth individuals, families, related entities, trusts, estates, and corporate pension and profit‑sharing plans. The firm manages roughly $265 million in client assets across about 40 client relationships and delivers services including portfolio design, security selection, investment policy development, account paperwork, investment education, and periodic rebalancing. The firm’s investment approach centers on strategic asset allocation informed by fundamental analysis and Modern Portfolio Theory, and it blends passive index/ETF exposures with actively managed funds, dividend‑paying stocks, bonds and selective alternative investments. Portfolios are built for each client’s objectives and risk tolerance, with discretionary trading authority, routine reviews (generally two to three times per year), quarterly reporting and year‑end tax reviews. Notable for a firm of its type, Thinagee operates as a solo adviser while overseeing an unusually large asset base per advisor — the brochure shows approximately $261.2 million in discretionary assets (and $4.2 million non‑discretionary) for about 40 clients — a concentration that is uncommon among peers. The firm does not participate in wrap fee programs, typically recommends a single custodian for execution and custody, and maintains proxy‑voting procedures while not taking 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.