Designed for investors who have $1 million and above in investable assets.
We consistently do company research on the investments we own, as well as, potential new investments. We also create strategic economic analysis using economic data, political analysis and global financial market news, to determine whether conditions can support market momentum or set the stage for a reversal in direction.
This group is headed up by John E. Thur, CFA. John has 37 years of investment management experience. He has been a Trader, Research Analyst and Portfolio Manager in both the Equity and Fixed Income securities markets. John has had his CFA (Chartered Financial Analyst) designation, since 1990. John managed $1.5 billion in fixed income portfolios, including high grade corp. bonds, high yield (junk) bonds, (MBS) mortgage backed securities, preferred stocks, convertible bonds and municipal bonds. John was also managing director of a local Trust Company office for a large Regional Bank. He not only managed the portfolios with individual stocks and bonds, he assisted clients with designing Wealth Management strategies, to include trusts, which would minimize asset transfer taxes, while maximizing generational wealth.