Our
Business Expertise
- Investment Management
- Stock, Bond, Fund Brokerage
- Investment Advisory
- Investment Banking
Thornes & Associates offers clients investment
management services for individual accounts, joint accounts, retirement accounts, trust
accounts, and custodial accounts. We understand the relationships between stocks and bonds
and how to best serve our clients with a mix of securities specific to each client’s
needs. We will arrange cash flows and tax timing to suit each client’s desires.
Our stock, bond, and fund brokerage obtains and sells
high-quality stocks, bonds, and funds at the best price for the client. We clear through
First Clearing, LLC, a member of the New York Stock Exchange.
Thornes & Associates offers several professional
investing consulting services for clients who prefer a "wrap account" or
fee-based service.
- Our Atlas Focus Managers and Atlas Investment
Consulting programs utilize independent national money managers selected by the
client.
- Our Private Capital Management programs utilize the
expertise of our own personnel to develop and maintain personalized investment portfolios.
These programs allow our clients wide latitude in choice of advisor and investment styles.
- Our Fund Advantage program is a mutual fund
consulting service encompassing funds which have agreed to offer their shares to our
clients at net asset value. This program features over 1,000 funds, active management,
customized asset allocation, quarterly performance evaluations, and one statement.
- Our MPT program provides Internationally recognized
investment techniques for large and small investors seeking to control risk. In 1990, the
Nobel Prize for Economics was awarded to the developers of Modern Portfolio Theory (MPT).
Today, Asset Class funds permit individual investors to utilize strategies now practiced
by more than one third of corporate pension funds.
Our investment banking expertise assists regional, growing
companies as they seek equity or debt financing, growth through merger or acquisition, or
possible sale. Our associations with regional and national underwriting firms and sources
of capital provide our investment banking clients with discreet, timely, and accurate
information as well as access to capital.
back to top |
