THORESON STEFFES

Overview

Thoreson Steffes is a small, independent registered investment adviser and trust company that serves both high-net-worth individuals and institutions. The firm combines financial planning with portfolio management for individuals, small businesses and larger business or institutional clients. Fee arrangements include a percentage of assets under management and hourly billing, and the adviser does not describe itself as an active ESG investor. Investment activity skews toward liquid public markets, with a clear preference for equities and exchange-traded products. The firm does not operate as a capital allocator; instead it uses third-party managers and external fund sponsors when accessing more specialized strategies. Trust services are a visible part of the business offering, and the mix of discretionary and non-discretionary mandates indicates a client base that often retains control of investment decisions while relying on the firm for planning and execution support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices