Our Practice

Building Partnerships to Last Lifetimes:

At some point every family will face a significant financial event requiring an informed perspective and trusted advice to achieve a desired outcome. Often that event is a pending retirement, though for some families it may involve the sale of a business, a divorce, or a substantial inheritance.

The Murray Thomson Group has the experience and skill to address these often complex situations. More importantly, we take the time to understand what makes your situation unique before recommending strategies designed to help secure your dreams for you and future generations.

A Process Based on Sound Principles:

The strategies we develop will coordinate all elements of your complete financial picture with careful consideration of your income and liquidity needs, tax implications, insurance coverage, and long-term plans.

A commitment to risk-managed investing is the cornerstone of our advice. It governs the way in which we continuously monitor your day-to-day progress. Protecting your assets during weak markets is just as important as how well your investments perform in strong markets. To help maintain this balance, we use Strategas (a Baird company) and other industry leading sources of research, as well as our team’s combined six decades of experience, to implement and adjust your combination of investments.

Financial markets are global in nature, and as a result, complex. There are a greater variety of investment options and asset classes than ever before. The Murray Thomson Group incorporates these asset classes into your portfolio to increase the likelihood of achieving the desired returns while simultaneously striving to reduce risk

Your Needs Are Our Business:

Our team’s approach and the broad resources of Baird enable us to offer advice in your best interest and are built around two fundamental principles:

Thorough Planning builds a framework that empowers our client to build their future by exploring the critical issues of:

Protection and Insurance
Investments
Retirement Income
Income Tax Minimization
Estate and Wealth Transfer

Risk Management disciplines provide a confidence in ones future and incorporate the use of several strategies such as:

Tactical Asset Allocation
Relative Strength Analysis
Asset Class Diversification

Simple, but not Easy:

We believe most clients want six things when looking to work with investment professionals:

Understand my situation
Educate me
Respect my assets (regardless of size)
Help to solve my problems – don’t sell me product
Monitor my progress
Stay in touch

We look forward to meeting with you for an introductory conversation.

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