How does the advisor help clients – Key Takeaways:
THORNBURG INVESTMENT MANAGEMENT INC is a financial advising firm that prides itself on its expertise in helping clients achieve their financial goals. Through a combination of thorough analysis, strategic planning, and personalized advice, THORNBURG INVESTMENT MANAGEMENT INC is committed to helping its clients make informed financial decisions.
Facts and Insights
THORNBURG INVESTMENT MANAGEMENT INC has been in business for over 40 years and has amassed an impressive track record of success. The firm has consistently received high rankings from industry publications and has been recognized for its investment performance as well as its commitment to client satisfaction.
According to publicly available data, THORNBURG INVESTMENT MANAGEMENT INC has over $70 billion in assets under management and employs a team of over 70 advisors. This team is made up of highly experienced professionals who possess a deep understanding of the financial markets and are dedicated to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $70 billion | 70+ | over 40 years |
Financial Services Offered
THORNBURG INVESTMENT MANAGEMENT INC offers a wide range of financial services to its clients. These include comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also provides specialized services for high net worth individuals and families, as well as institutional clients.
Client Types
THORNBURG INVESTMENT MANAGEMENT INC serves a diverse range of clients, including individuals, families, and institutions. The firm is well-equipped to handle the unique financial needs of each client, and prides itself on developing tailored strategies to help clients meet their specific financial goals.
Fees & Compensation
THORNBURG INVESTMENT MANAGEMENT INC’s fees and compensation structure is transparent and aligned with client interests. The firm charges a management fee based on a percentage of assets under management, and does not receive commissions for recommending specific investments. This fee structure ensures that the firm’s success is directly tied to the success of its clients’ portfolios.
Background
THORNBURG INVESTMENT MANAGEMENT INC was founded in 1977 by Garrett Thornburg, who still serves as the firm’s Chairman today. The firm has grown significantly since its inception and has established itself as a leader in the financial services industry. THORNBURG INVESTMENT MANAGEMENT INC remains privately owned and independent, allowing it to stay true to its client-centric approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, THORNBURG INVESTMENT MANAGEMENT INC is held to a fiduciary standard, which means the firm must act in the best interests of its clients at all times. As such, the firm has a legal and ethical obligation to disclose any potential conflicts of interest to its clients. THORNBURG INVESTMENT MANAGEMENT INC takes this responsibility seriously and is committed to maintaining transparency and honesty in all client interactions.