About Thinagee
Thinagee Investments Inc., (TI) is an independent Registered Investment Adviser focused on providing wealth management and investment advisory services to our clients. We provide conflict free, fee-only services to a select group of high net worth individuals, families, and businesses.
We act in a fiduciary capacity while advising our clients. Since our compensation is only through fees paid by our clients, we work in their best interests and towards their financial goals. In advising our clients we are motivated only to meet their investment objectives. We are NOT a broker-dealer and, therefore, have none of the conflicts inherent to managing a discretionary portfolio.
Who We Are
Thinagee Investments Inc., (TI) is an independent Registered Investment Adviser focused on providing wealth management and investment advisory services to our clients.
What We Do
We provide complete wealth management and investment advisory solutions to our clients.
How We Do It
We always start by discussing your needs, wishes, and plans, both for your money and for your life.
Thinagee Difference
Thinagee's unique qualities combine to form a tremendous advantage for each client we are privileged to serve.
Investment Philosophy
Prudent, Long Term Approach
Prudent, Long Term Approach
Asset Allocation and Diversification
Asset Allocation and Diversification
Minimize Costs and Taxes
Minimize Costs and Taxes
Investment Advisory Process
The Thinagee Investment Advisory Process is a continuous system of evaluating and meeting our clients' short-term needs and long-term goals.
Client Profiling and Analysis
The first step in developing your investment and retirement plan is to identify your goals, time horizon, risk tolerance and future performance and service expectations. We’ve developed a questionnaire that can be obtained on request, then mailed or faxed-in, discussed over the phone or completed face-to-face with an Investment Advisor.
Develop Target Asset Allocation Strategy
Once we understand your objectives, we employ asset allocation techniques to develop a range of portfolio options and mixes. We believe that risk management and diversification are the keys to building an appropriate portfolio. This can be accomplished with an asset allocation plan, which is simply a model to divide money/assets among equities, bonds, cash and real estate (broadly defined). This approach can help strike a balance between risk and return because it seeks out portfolio diversification – instead of limiting it to a single asset class. Each model is explained so you can clearly understand the differences. Then we can help you refine the model to create a portfolio mix that is right for you.
Existing Portfolio Review
We will diagnose and analyze factors such as mutual fund ownership costs, duplication or concentration of holdings, and market dimensions to which the client is not presently exposed. We will then evaluate where you are today and what you have in place before we move to the next step in the process. We do this by completing a portfolio review or “snapshot”. Using an advanced portfolio management capability that examines an existing portfolio’s asset allocation and other parameters, we can detect any shortcomings, setting the stage for our plan development and future recommendations.
Portfolio Construction and Security Selection
Portfolio construction is simply the selection of specific investments to fill the proposed classes. Investments available include individual securities (stocks, bonds), mutual funds, exchange-traded funds (ETFs) and other instruments, such as options. We construct our portfolios utilizing a core approach. This approach allows us to tailor our portfolios to client circumstances. We advocate investing in large, lasting and well-managed companies at a discount (Large Cap Value Stocks) as the foundation or core of portfolios. We then add in combinations of other specialty asset classes in an effort to maximize return and minimize portfolio risk.
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For a personalized review of our services, or for more information on how we can help you achieve your
investment objectives, contact us today.
Design and Developing
Our goal is simple, to make things that people care about. We were founded on this principle and we will always be commited to it.
Fast Support
We only hire great people who strive to push their ideas into fruition by outmuscling and outhustling the competition.
Let’s build something amazing. We’re ready when you are.
We only hire great people who strive to push their ideas into fruition by outmuscling and outhustling the competition.
The latest and greatest from around the Barrel agency
We only hire great people who strive to push their ideas into fruition by outmuscling and outhustling the competition.
Creative team
We only hire great people who strive to push their ideas into fruition by outmuscling and outhustling the competition.
Design and Developing
Our goal is simple, to make things that people care about. We were founded on this principle and we will always be commited to it.
Through strategy and design,
we combine story and experience to build bold brands.
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