Thomas Paine Investment Advisors

Overview

Thomas Paine Investment Advisors is a small, equity-focused registered adviser that manages concentrated portfolios on a discretionary basis. The firm’s stated activity centers on portfolio management for individuals, small businesses and for business or institutional clients. It charges fees as a percentage of assets under management and does not identify itself as an ESG investor or a multi-state adviser. Investment emphasis is on publicly traded equities, with a clear preference for exchange-traded instruments. The firm supplements equity exposure with traditional mutual funds and corporate debt for fixed-income needs, and it allocates to third-party alternative managers in hedge funds and real estate to provide diversification and potential non-correlated returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices