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Ithoughtpms

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when we ideated ithought, we clearly intended to offer a managed portfolio product. we spent time understanding what we could do differently. we mapped our strengths and market opportunity. we strongly felt that our pms should be carefully curated, delivery driven, and centred on investment excellence. our strengths were clear. we are backed by years of research, a performance-driven advisory track record, and a unique investing experience. we work with a smaller subset of investors and focus on quality engagement. we understood that meeting investor expectations and meeting one’s own expectations never happens seamlessly. we felt strongly about the need to choose focus areas clearly. our pms will offer thematic investing opportunities and innovate in product design. we believe that our model will be significantly differentiated from products on offer. our pms is designed mainly for high net worth investors with an expectation of reasonable long-term returns generated through moderat

Headquarters:
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Industry:
Investment Management
Founded:
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Employees:
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Annual Revenue:
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Type: Private
Ticker: -
Risk ManagementMarket ResearchPortfolio Management ServicesWealth CreationInvestment Management

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Ithoughtpms is in the industry of: Investment Management

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Director, College Fund, Kalamazoo College

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