What Makes Us Unique
Superior Performance: Mr. Thornton has developed our stock picking and market timing system by borrowing from proven strategies that have provided the best results over the past 50 years. We analyze every trade that is made after the buy and sell transactions are completed to see what lessons can be learned so that the system can be improved, and to ensure our methods are current with developing market trends. Our performance has consistently beaten the market averages and is getting better over time. Some of the important attributes of the system include:
- Using formal, written buy/sell criterion.
- Buying only stocks that have a solid history of earnings.
- Choosing equities that are highly ranked by Investors Business Daily, Dorsey Wright, and other market analysts.
- Having a broad diversification strategy that spreads investments across different industries, countries, and investment styles.
- Using state of the art technical and fundamental analysis tools.
- Going to cash and using hedging techniques during bear markets.
- Quickly getting out of any investment that does not react the way we expected it to when it was bought.
Unrivaled Integrity: As a fee based Registered Investment Advisor, TIA works for, and is exclusively paid by, our clients. We accept no commissions or payments of any kind for recommending products. We offer products from all reputable financial service providers, and our sole criterion for recommendations is what is in the best interest of the client. Some of the practices that we take great pride in include:
- Our fees are completely aligned with client interests. If the client does well so do we.
- We emphasize, and invest heavily, in continuing education to ensure our clients are getting benefit of the best advice.
- TIA focuses on what we do best; financial planning and equity portfolio management.
- We provide institutional pricing and low transaction fees.
- The client’s desires, their risk tolerance, need for income, and life goals are always reflected in their portfolios.
- We waive fees for all investments set up to fund children’s education.
- Frequent client contact is maintained to ensure that plans reflect their up to date needs and current market conditions.