ThinkWealth Management
Insightful, Consistent, Accountable
The wealth management group at ThinkEquity was formed in December 2004 to serve the investment needs of high net-worth families, partnerships and non-profit organizations. Our growing team of experienced professionals represents a broad set of skills that are intensely focused on providing a consistent, high level of client-service; highest quality execution; and differentiated, client-specific solutions.
At ThinkWealth Management we offer a broad range of services to a very specific group of clients. We do not attempt to "be all things to all people", but rather provide a complete investment solution to wealthy families and their related entities.
Our services include:
- Asset Allocation
- Portfolio Construction
- Investment Advisory Services
- Consolidated Reporting
- Equity and Fixed Income Trading
- Hedging and Monetization of Concentrated Equity Positions
- Cash Management
- Tax and Estate planning