Case Studies

THOR has worked with clients in a myriad of personal situations. In this section, you will find several hypothetical examples of how THOR can help clients find solutions to their unique challenges. Our knowledge in investment management and real-life circumstances provides our clients with the peace of mind they are looking for. We would be happy to have you speak with some of our clients directly to learn how we’ve worked together to meet their goals. Each of the case studies presented below is hypothetical in nature, for illustrative purposes only and should not be considered investment advice. The information is intended to illustrate services available at THOR and is not intended to be a testimonial or endorsement of THOR and is not intended to necessarily represent the experiences of other clients. Clients should review with THOR or their investment advisor their own investment objectives and financial needs as well as the terms, conditions and risks involved with specific services.