Thornmark is an independent North American tactical wealth manager for individuals and institutions.  With a 25-year track record, Thornmark’s tactical investing, designed to deliver consistent risk-adjusted performance, balances growing and protecting wealth. 

Investment Philosophy Protects Wealth

Developed in the early 1990s, Thornmark’s tactical investing is designed to reduce risk (equity exposure) around recessions and increase risk during economic expansions.  This tactical approach helps to avoid large losses associated with strategic or index investing, providing clients with smoother wealth accumulation. 

Client Services are Personalized

Every client has unique goals and priorities.  We work with clients to build personalized wealth management plans.  Realistic and achievable plans allow clients to sleep soundly with confidence in their financial outlook.  Thornmark doesn’t provide tax, insurance and legal advice but relationships with experts in those fields ensure a holistic approach to wealth planning and management.  Quarterly consolidated household reporting provides comprehensive information to gauge performance and progress towards plan goals. 

Client’s Investments are Secure

Clients’ assets are held in trust with an independent third-party custodian (usually National Bank of Canada).  Thornmark doesn’t take custody of client assets and indeed, clients do not write cheques to Thornmark.  The Thornmark Investment Funds are audited by Deloitte Global, a leading global audit company.  Independence provided by segregation of client assets and audit accountability by a global leader provides protection for clients’ assets. 

Thornmark Interests Aligned with Clients

Thornmark’s investment interests are aligned with our clients by investing in the Thornmark Investment Funds collectively with our clients.  We are incentivized to grow wealth and penalized for losses.