Thi, Inc.

Overview

Thi, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual/family clients and institutional relationships, and it provides a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Thi, Inc. also operates as a law firm, reflecting a dual business activity. The firm charges for advice through a combination of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not describe itself as a capital allocator, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives