The returns of the markets depend on numerous factors, some of which can be controlled by investors. However, far too many investors focus on the factors that they cannot control: market predictions, the economy, interest rates, or the performance of an individual sector or strategy.
De Thomas Wealth Management's investment philosophy is based on scientific research, not unreliable forecasting or investment fads. There is overwhelming academic evidence that stock picking and market timing do not add value to investment returns: the smartest approach to investing is to try and capture the returns of the global markets. Our strategies are based on the work of distinguished academics, including Nobel Prize winner Eugene Fama of the University of Chicago and Kenneth French of Dartmouth College.
We believe in using proven investment theories.
While our principles of investing do not eliminate the risk of market loss, they do help you focus on the factors that you can control, which we believe gives you the greatest chance of long-term investing success. We pride ourselves in helping our clients understand the “why's and how’s” of investing, and our goal is to provide our clients with information that they can easily understand. We believe that this knowledge will provide a sense of security and show that we are committed to building a lifelong relationship with our clients.
Unlike many wealth management firms attempt to add value with forecasts and guesswork, we add value for our clients by focusing on what we can control.
De Thomas Private Wealth is an advisory service designed for High Net Worth investors with greater than $5 million of investable assets. De Thomas Private Wealth delivers an exceptional level of wealth management advisory services which are tailored to address the distinct financial solutions required by our clients.
Planning & Insurance
Tax planning, Estate Planning, Education Planning, Retirement Planning, Insurance Planning. Let professionals help you plan your life.
Gain peace of mind about your portfolio and Financial Plan
At De Thomas Wealth Management we provide a complimentary, no obligation evaluation
of your current investment portfolio. Our in-depth review is based on Nobel Prize-winning academic research and is designed to determine if your current investment portfolio is properly structured to achieve your financial goals. Our goal is to provide you with a valuable, objective evaluation - with no pressure.
Gain peace of mind about your portfolio
If you were unsure about the answers to any of these questions
it's time to make a change.
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