Craig Thompson
We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.
2002
1 Employee
None (RIA Firm)
TD Ameritrade
LA, CA and TX
USA
19
Craig Thompson began his career in 1987 working for a large mutual fund/brokerage firm. Five years later, he began working for an insurance company that provided financial planning, insurance and investment services. He became disenchanted by the failings of the buy-and-hold advice that his firm provided and so he began his own firm in 2002 which focused on technical analysis to help his clients achieve their investment goals without the large losses that are typical of a buy-and-hold strategy.
Craig graduated from the University of Louisiana at Lafayette with a degree in Business Administration. He is a member of the National Association of Active Investment Managers, and the Chartered Market Technicians Association, and has been a frequent guest speaker on The Financial Advisors Radio Program on News Radio 600 KOGO. Ready to share his expertise, he has provided educational workshops for many large firms, including Solar Turbines, Millipore, IMED, and The San Diego Career Center.
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs)
Email, Video Conference
Fee-Only
$100,000
1/2% - 2%
Advisory fee is based on account size and charged quarterly directly from client accounts.
$2,000
39
39
$20,824,000
39
39
39
20,824,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://assetsolutions.info/wp-content/uploads/2018/04/Web_Site_Full_Disclosure_version_1_002.pdf
Additional Detailed Disclosures
Asset Solutions is a registered investment adviser located in Youngsville, LA. Asset Solutions may only transact business in those states in which it is registered, which include CA, LA and TX, or qualifies for an exemption or exclusion from registration requirements.
