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How does the advisor help clients – Key Takeaways:
THETFORD INVESTMENT MANAGEMENT, INC. acts as a financial expert for clients by providing professional investment management services. The company aims to help clients achieve their financial goals by offering personalized strategies based on their unique needs and objectives.
Facts and Insights
THETFORD INVESTMENT MANAGEMENT, INC. has been in the financial industry for over 20 years and has established a strong reputation for its expertise and client-focused approach. As of 2020, the company manages a total of $500 million in assets under management and has a team of five experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | Over 20 years |
Financial Services Offered
THETFORD INVESTMENT MANAGEMENT, INC. offers a range of financial services to its clients, including:
- Investment management
- Portfolio analysis and optimization
- Retirement planning
- Estate planning
- Wealth management
Client Types
The company serves a diverse client base, including individuals, families, and businesses. THETFORD INVESTMENT MANAGEMENT, INC. caters to clients with various financial needs and goals, from those just starting to build their wealth to those planning for retirement.
Fees & Compensation
THETFORD INVESTMENT MANAGEMENT, INC. follows a fee-only compensation structure, which means the company only charges a set fee for its services and does not earn commissions or referral fees from third parties. This transparent and unbiased approach ensures that the company’s clients’ best interests are always the top priority in all financial decisions made.
Background
THETFORD INVESTMENT MANAGEMENT, INC. was founded in 1999 by financial experts John and Mary Thetford. The company’s mission is to provide personalized and comprehensive financial services to help clients achieve their long-term financial objectives. The company’s team of advisors has a combined experience of over 50 years in the financial industry and is committed to staying updated with the latest market trends and strategies.
Financial Advisor Disclosures to Know
As a financial expert, THETFORD INVESTMENT MANAGEMENT, INC. takes pride in maintaining transparency and honesty with its clients. The following are some important disclosures about the company:
- The company adheres to the fiduciary standard, meaning it always acts in the best interests of its clients.
- THETFORD INVESTMENT MANAGEMENT, INC. does not have any legal or disciplinary actions against it.
- The company’s advisors may receive compensation from third parties for referring clients to certain investment products, but they always disclose such arrangements to clients.