Thinagee Investments Inc., (TI) is an independent Registered Investment Adviser focused on providing wealth management and investment advisory services to our clients. We provide conflict free, fee-only services to a select group of high net worth individuals, families, and businesses.
What We Do
We provide complete wealth management and investment advisory solutions to our clients. What that means is that we will work with you to structure a fully customized investment plan reflective of your risk and return objectives. We will then implement this plan, monitor it very closely, and make adjustment as and when required. We have also developed a reliable network of outside consultants who are experts in their respective fields to provide you with the best possible solution for your particular needs, be it accounting, estate planning or tax matters.
Our investment approach focuses on risk management and holistic planning with the sole aim of preserving and growing your assets. Our conflict-free independent advice and personal attention allows individuals and families greater freedom to pursue career and personal interests. We seek to consistently generate better risk-adjusted returns for our client.
Who We Are
Thinagee Investments Inc., (TI) is an independent Registered Investment Adviser focused on providing wealth management and investment advisory services to our clients. We provide conflict free, fee-only services to a select group of high net worth individuals, families, and businesses.We act in a fiduciary capacity while advising our clients. Since our compensation is only through fees paid by our clients, we work in their best interests and towards their financial goals. In advising our clients we are motivated only to meet their investment objectives. We are NOT a broker-dealer and, therefore, have none of the conflicts inherent to managing a discretionary portfolio. Given the extraordinary trust our clients put in us, we take our personal and professional integrity very seriously. To insure that our credibility is never compromised, we feel that we have a special responsibility to avoid any conflicts of interests that might jeopardize our reputation.
How We Do It
We always start by discussing your needs, wishes, and plans, both for your money and for your life. Together, we’ll develop a strategy designed to align your portfolio with your personal objectives – for now and into the future. Our proprietary financial modeling, tax efficient investing and open communication help streamline the investment process to ensure our clients’ understanding of their wealth creation. Each of our portfolios is professionally and separately managed at all times.
Our mission is to assist our clients in meeting their financial goals and to provide them with the ultimate financial peace of mind. We achieve…….
Our Guiding Principles
These tenets govern our fiduciary actions; they empower us to serve our clients with a superior caliber of performance and reliability.
Employee volunteering and financial support,
Our employees and principals believe in giving back to the society. We are involved in a multitude of ways within our circle of influence.