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Investment Management Services

Why Should You Have a Thoroughbred Advisor Manage Your Investments?

Inherently, there are risks involved with investing. Determining the suitability of an investment is a fundamental responsibility of all Financial Advisors. Beyond that, what do we feel makes us unique? We believe that a product cannot be separated from the process. Meaning, an in-depth knowledge regarding the financial tools we have access to is extremely important. We pride ourselves on our knowledge and willingness to continue to learn as the investment opportunities continue to evolve.

What is Investing?

Investing is the act of allocating funds to an asset or committing capital to a business, project, real estate, etc. with the expectation of generating an income or profit. Investing is not a get-rich-quick scheme, but a way to possibly grow the wealth you already have over a long period of time.

A Few Different Types of Investment Options We Work With

  • IRAs and qualified retirement plans
  • Variable Annuities
  • Mutual funds
  • Stocks and exchange traded funds (ETF’s)
  • Bonds
  • 529 Plans
  • REITs and alternative investments
  • Managed accounts
  • Structured products

Possible Benefits of Investing

  • Funding a future retirement with the ability to maintain your present lifestyle
  • Future money to fund a major expense such as college or a second home
  • The security that comes with knowing you have access to money in an emergency
  • Tax mitigation utilizing appropriate qualified retirement plans
  • The confidence to make a career change or start a business, knowing you have a reserve
  • Funds for future charitable giving

Learn More About Thoroughbred Advisors

Become a Client

We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.

Become a Client

Our Services

Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more. 

Our Services

Our Process

We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients. 

Our Process

Who We Are

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. Discover what makes us a unique independent advisory firm.

Who We Are

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