Our mission is to preserve your money and to consistently grow it. In simple terms; we stack the deck in your favor. This single minded focus and discipline has consistently rewarded our clients by not loosing their money and providing them with safety and better than market returns since 1970.
Thornewood's role in helping clients with asset management is to work with the client to design an asset management portfolio within the client's risk tolerance. Next we help the client identify third parties to provide asset management.
There is an alphabet of acronyms for different investments. We have them all.
We use only top tier portfolio managers in each different asset class according to their long term performance track records. In addition there are a handful of extraordinary asset managers in the country who have year after year out performed all others for over 25 years. I call them UNICORNS because they are so unusual. These UNICORNS no longer accept new customers. We however monitor them. We have access to their strategies and asset allocations. We don't believe in reinventing the wheel. We copy these highly successful people.
If you visit a big fund company's web site, they'll tell you that a mutual fund is a pool of money from many investors that is used to pursue a specific objective. They'll also hasten to point out that the pool of money is managed by an investment professional. A prospectus for any fund should tell you that a mutual fund is a management investment company. But in a nutshell, a mutual fund is a way for the little guy to invest in, well, almost anything. The most common varieties of Asset Management invest in stocks or bonds of US companies.
Our mission is to endeavor to bring you the entire universe of investments, financial products, services, and in our experience and opinion, top tier experts in every area financial. The guiding tenets of our business model are performing, exceptional service, client education, evidenced based planning, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners and professionals and are the foundation of the way we conduct business. At Thornewood we offer a level of personal service that is unsurpassed in any industry.
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