Your financial life isn’t a collection of separate accounts; it’s a single, interconnected ecosystem. That is why we believe true institutional wealth management cannot happen in a vacuum. It must be integrated with your tax planning and estate goals. While our roots are in Cincinnati, we bring a tactical asset allocation strategy to families across the country..
At THOR Wealth Management, we bring an institutional level of discipline to individual portfolios. Unlike many firms that simply place you in a static “set it and forget it” model,
We believe in risk-managed investing. Unlike static ‘buy and hold’ strategies that remain unchanged regardless of the economy, our investment committee utilizes tactical asset allocation.
We continuously monitor market conditions and actively adjust your portfolio’s exposure based on data—seeking to protect capital in high-risk environments and capture growth when opportunities arise. This dynamic approach ensures your strategy evolves as the market does, rather than relying on a passive model set years ago.
THOR was founded on the principles of institutional money management. Our Chief Investment Officer, Jim Gore, developed our core investment models based on his experience consulting for large foundations and retirement plans. We bring that same level of rigor—avoiding emotional pitfalls and focusing on data—to your personal wealth management.
We don’t just screen for stocks; we dig. Our investment committee has a disciplined process for analyzing every security we buy. Whether it’s dissecting a company’s competitive advantage or interviewing an external fund manager, we go beyond the fine print. We take pride in doing the hard work required to have high conviction in our asset allocation.
As a fiduciary investment advisor, we are legally and ethically bound to act in your best interest 100% of the time. We are fee-only, meaning our advice is objective, transparent, and never influenced by commissions or product sales.
Portfolio management begins with understanding you. We don’t just ask a few generic questions; we analyze your specific situation to determine your “true” risk tolerance.
Ability to take risk: Based on your time horizon, cash flow needs, and total assets.
Willingness to take risk: Based on your personal comfort level with market volatility. Based on this analysis, we establish a target asset allocation blueprint specific to your goals, defining the precise ranges for equity, fixed income, and alternative investments in your portfolio.
Unlike static models that stay the same regardless of the economy, we are tactical investment managers. We use proprietary stock market risk indicators (like our THORdex) to gauge the health of the equity and fixed income markets.
High Risk Environments: When our indicators signal elevated risk, we aim to protect your capital by reducing equity exposure or increasing alternative investments.
Low Risk Environments: When risk measures are low, we look to grow wealth by increasing exposure to equities. This dynamic adjustment allows us to manage volatility while keeping you on track toward your long-term goals.
History shows that asset classes tend to move in cycles. An area of the market that outperforms today will likely underperform tomorrow, and vice versa. We seek to capitalize on this via “Reversion to the Mean” modeling. We actively look to overweight sub-asset classes that are currently undervalued or “unloved” by the market—understanding that they are statistically likely to catch up—while trimming areas that have become overextended.
This final step integrates the previous three stages to build your optimal portfolio. We don’t just pick stocks in a vacuum; we select specific securities that precisely fit the asset allocation and risk targets we established in the steps above.
We are agnostic regarding investment vehicles—we use ETFs, mutual funds, or individual stocks depending on what is best to fulfill that specific role in your portfolio.
Deep Due Diligence: Whether analyzing a stock or a fund manager, we dig into the details. This includes analyzing industry dynamics, competitive advantages, and business valuations to ensure high conviction.
Technical Precision: We then apply technical analysis to help determine the optimal entry and exit points for each position, ensuring your portfolio is constructed efficiently and effectively.
Don’t leave your financial future to chance or emotional decisions. Schedule a Portfolio Review to see how our tactical, risk-managed approach can protect your wealth in any market.
