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 New York Based Baird Strategas and Richmond, VA based NASDAQ Dorsey Wright, 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's competitive advantage is both our vast experience using relative strength when managing investment portfolios and our deep expertise in Trend Following using managed futures as a critical component of your asset allocation which has historically shown to increase your returns while reducing volatility.
Simple, but not Easy:
We believe most people want six things when looking to build a long-term relationship 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.