The Thinagee Difference

In simple terms, advisers with fiduciary responsibility have a legal responsibility to put clients’ needs ahead of their own. Thinagee is a Registered Investment Adviser, which means we are required by law to act in our client's best interests.

In an environment rife with conflicts of interest where clients are treated as ``Muppets``, Thinagee is completely independent and steadfast in its approach.

As a fee-only advisory firm, we are compensated based on how well we manage your assets, not how often. No commissions are garnered through our investment decisions, thus our sole objective is always the same as yours - to maximize your wealth and get you the best risk-adjusted returns possible.

Our investment philosophy is grounded in academic knowledge. High-quality research clearly demonstrates which investment approaches are most likely to succeed, as well as those that involve unnecessary risk and cost that are more likely to fail.

Since costs directly reduce investment returns, Thinagee focuses on disciplined investments with extremely low costs. Our low-cost approach strives at providing enhanced value for clients over long periods.

Active tax-management is imbedded directly into the core of our investment management process. This ensures you pay no more tax than required.

Our fee schedule is straightforward and highly competitive. We are NOT a hedge fund. There are NO fees for performance. There are NO lockups.

Our clients want to work with professionals who consider their individual circumstances at all times. Thinagee takes the time to develop an overall view of your unique financial situation. We are a vibrant firm that uses a team approach, and we take the time to get to know you personally.