Thor Investment Management

EST. AUM
$678,708,777

CONTACTS
5

CLIENT ACCOUNTS
1,691

Firm Details

Metro area Cincinnati
CRD Number 105902
Website thorwealthmanagement.com
Client types

Overview

THOR Investment Management manages $500 million. Similar to the Joseph Group, the firm manages a handful of mutual fund models for its clients where it will tactically shift weightings depending on its internal forecast and outlook. At the moment, the firm is overweight MLPs, international, and emerging markets, and underweight domestic strategies. Andrew Molnar is a good point of contact at THOR. Its mission is to be a trusted advisor to clients and their families by assisting with all of their financial and key life decisions, and helping to build and preserve their wealth. THOR supports clients for life with a full spectrum of services including: Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, and Business Advisory. The firm is committed to providing a personal, hands-on approach to all client needs. Because it focuses on building personal relationships, THOR is able to tailor portfolios and make any needed adjustments as client needs and goals change.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Thor Investment Management

Platform Details

Investment Preferences

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