Thurston Hall Investment Research, LLC

Thurston Hall Investment Research, LLC is a small independent firm specializing in managing client portfolios. They consider clients' financial situations, including employment status, cash reserves, retirement account values, age, retirement date, other income sources, and risk tolerance. They assist clients in developing an appropriate investment strategy and monitor and adjust portfolios accordingly. They use general securities (stocks & bonds), mutual funds (including exchange traded funds or ETFs), government securities and options. Clients have free access to eMoney financial planning software for budgeting purposes, but Thurston Hall does not create financial plans.