THRIFT FINANCIAL, INC.

Overview

Thrift Financial, Inc. operates as an independent registered investment adviser focused on individual and family clients. The firm serves a relatively small client base and positions itself as a capital allocator, combining discretionary portfolio management with financial planning and selection of external managers. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting and advising on selection of other advisers. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements. The firm shows a clear equity bias across its managed assets and is not classified as an active ESG investor. Thrift Financial appears to favor direct equity exposure delivered through exchange-traded vehicles and separately managed approaches, while also integrating outside managers and alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices