A complete list of active advisors currently associated with Thornton Financial Management and Services

Warmer can help you find a great advisor at Thornton Financial Management and Services or one who fits your needs even better.

Thornton Financial Management provides discretionary, customized portfolio management primarily for individual investors and also serves pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $53.3 million on behalf of roughly 140 clients and charges fees on a percentage-of-assets basis. The firm uses a mix of charting, technical and fundamental analysis and may employ both long- and short-term strategies, with portfolios tailored to each client’s investment objectives and risk tolerance. Accounts are managed on a discretionary basis with ongoing monitoring, periodic rebalancing, and formal reviews at least annually; custody and trade execution are handled through an independent qualified custodian. Compared with many independent advisers, the firm’s combination of a small multi-person structure (rather than a solo practice) and active work for corporate and institutional clients is uncommon. The firm also incorporates professional accounting credentials into its advisory practice and generally does not vote client proxies, leaving voting decisions to clients unless advice is requested.

To learn more about the advisors currently working at Thornton Financial Management and Services, 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.