THALES INVESTMENT SERVICES, INC.

Overview

Thales Investment Services, Inc. is a small, fee-based advisory corporation serving individual and family clients with discretionary portfolio management. The firm charges a percentage-of-AUM advisory fee and concentrates its management on liquid equity exposures. Its regulatory filings identify portfolio management for individuals and small businesses as the primary advisory activity, and the firm is owner-operated rather than part of a larger network. Investment activity is tilted toward exchange-traded equities, which the firm uses as the backbone of client portfolios. Given the firm’s asset size and client mix, the approach appears focused on straightforward, liquid investments—exchange-traded equities and mutual funds—rather than bespoke private placements or complex alternative strategies. Thales Investment Services, Inc. does not report being an active ESG investor and is not positioned as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices