Investment Planning is a process. It starts with understanding where you currently are in your financial life, then determining where you want to go. Once that is established, portfolios are built to meet your goals. As your needs and goals change, portfolios are adjusted to continue to serve you. The Portfolio Management and Financial Planning services are all part of your overall Investment Planning.

Mr. Daimler specializes in wealth management for high net worth individuals using large cap growth and value stocks, along with tax exempt and corporate bonds. He promotes a “tax efficient” investment policy, which includes preservation of capital. He also excels in achieving high yields for more income focused clients. Mr. Daimler tailors each individual’s portfolio to meet the client’s specific needs. Most importantly, Thorne has studied and understands the emotional element of investing and favors time tested, fundamental approaches to long-term investing.

Thorne has extensive experience helping clients plan for their goals in life. Using programs like Asset-Map, Thorne can put a client’s entire financial picture on one, easy to read page; bringing clarity to sometimes complicated situations. He creates Target-Maps for anything from retirement and college savings to creating legacy and charitable funds to help clients leave their mark for decades to come. Nothing is better than the peace of mind that accompanies a well thought out financial plan.