A complete list of active advisors currently associated with Thureos Asset Management LLC

Warmer can help you find a great advisor at Thureos Asset Management LLC or one who fits your needs even better.

Thureos Asset Management LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients and corporations, delivering ongoing portfolio management based on documented objectives, time horizons and risk tolerances. The firm reports approximately $28 million in assets under management and uses client profile forms to guide portfolio decisions within its discretionary mandate. TAM’s investment process combines fundamental, technical and charting analysis and may include long‑ and short‑term positions, trading, options and other derivative strategies; accounts are reviewed at least quarterly. Financial planning covers cash flow, retirement, tax and estate matters and is typically completed within 60 days of receiving required materials; the firm may waive planning fees if clients implement recommendations through TAM. Compared with many independent advisers, TAM’s acceptance of corporate or business clients is atypical, and its stated account minimum of $500,000 contributes to a concentrated client base. The firm also does not vote client proxies (clients receive and vote proxies directly) and discloses it does not sponsor wrap programs, receive soft‑dollar benefits, or accept external compensation for securities sales.

To learn more about the advisors currently working at Thureos Asset Management LLC, 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.