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  • Our investment process
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You will quickly find we are a totally different type of investment firm than any other you have encountered.

In your quest for information and solutions, you will find that there is no shortage of people whom are willing to give you answers – any answers – even bad answers.

Henry Ford once said "You can't learn in school what the world is going to do next year".

How many financial advisors will tell you that "deep down, they know that the future is unknowable", but this does not stop them from giving predications.

Advisors know that investors will pay good money for advice from "their experts".

Our philosophy and message to our clients is to block out the noise from gurus and know-it-alls who proclaim that their firm can predict the next move in the markets, where interest rates are headed, or what the price of gold will be next year – truth is they don't know.

Instead of focusing on factors that are beyond our control, our investment process is to focus on creating a personalized investment portfolio, focusing on factors that we actually can control. We implement proven and sound investment strategies for each one of our clients personalized plans with diligence, dedication and discipline.

The events of the past decade have shaken the foundations of investment knowledge and have forced investors to rethink their investment strategies from the ground up. Have you Re-Thought the way you invest?

Give us a call today to if you are looking for a Better Investment Experience.


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Latest Blog

When the Financial Past Is Not Prologue

  Imagine that I flip a coin five times, and with every flip, the coin comes up heads. Now let’s say I offered you a bet on the next toss. Which side would you pick? It has to be tails, right? I’ve flipped the coin five times and...

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Why De Thomas Financial?


Historical Portfolio Performance

Our Historical Portfolio provides performance of our model portfolios for any time period dating back to 1927. We believe that clear, accurate and easily accessible historical returns of our portfolios will showcase our strength in building a better custom-tailored investment portfolio.

More coming soon.