A complete list of active advisors currently associated with Thurston Hall Investment Research, LLC
Warmer can help you find a great advisor at Thurston Hall Investment Research, LLC or one who fits your needs even better.
Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including a substantial number of high-net-worth households. The firm manages accounts using equities, fixed income, mutual funds, ETFs, government securities and options, and offers clients access to eMoney financial planning software while not preparing standalone financial plans. The firm follows a fundamentally driven, conservative investment approach that emphasizes limited trading, diversification, and ongoing suitability reviews based on clients’ financial profiles. Managed accounts are reviewed weekly and holdings are monitored at least quarterly; options are used selectively (with an expressed 10% typical exposure limit unless otherwise directed) and suitability and concentration checks are applied before implementation. What distinguishes Thurston Hall from many similar small RIAs is its documented use of derivatives and the potential for borrowing/margin in client accounts to support strategies such as options, subject to suitability assessments and client authorization. The firm is a small, independent adviser overseeing roughly $75 million for about 100 clients, rarely aggregates trades, and requires clients to direct their choice of broker (while recommending Schwab for custody and execution).
To learn more about the advisors currently working at Thurston Hall Investment Research, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newton, MA
| 9
| |
Osprey, FL
| 21
|
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