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.
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Risk Management, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Yes
Video Conference, Email
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
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