We provide financial advisors with Unparalleled technology driven research.
While most investment managers are making tactical moves based on tired trends, quantitative technology services, or doing nothing at all in the face of economic shifts. THOR Financial Technologies supports financial advisors by finding opportunities throughout markets using technology driven reconstructed data and analytics. THOR provides registered investment advisors with model portfolio allocation suggestions and weightings. It is the investment advisors sole discretion to act on the information provided.
Beyond the Bear. (And the Bull.)
The prevailing theories of portfolio design are failing clients on a daily basis.
We all know it.
THOR is doing something about it.
It’s time to get off the roller coaster.
The Industry has it Backwards.
Advisors and clients are chasing negligible out-performance in up markets when things are good, and they immediately give it back when markets turn ugly. We believe clients should passively hug their risk targets and use data analysis and dynamic research to protect their otherwise passive investment when markets turn against them. That way, they start compounding from a much higher base. Investors do not have to continue experiencing devastating losses witnessed in 2008, 2018, and again in 2020.
Technology Driven Research.
Our research agreements and data analysis techniques allow your firm and advisors access to better information.
Past performance is not necessarily indicative of future results. The potential for profit is accompanied by the risk of loss.
Unique Portfolio Solutions Built on Transformational Data
THOR is Agnostic
Our program is designed to find opportunity regardless of market factors.
Data, Driven
The future of investing will be built by intelligent analysis of large pools of data. Work with THOR today on a custom agreement that fits the vision of your firm.
50 Years Experience Defying the Status Quo.
Our founding team has over five decades of combined experience in portfolio construction, investment advice, and wealth management research. We built THOR to break the mold because we’d seen first-hand how advisors and their clients were being held back by sub-par research.
Brad Roth - Managing Partner, CIO
Bradley Roth, is a co-founding principal of Thor. Mr. Roth has over a decade of trading experience, seven years as a professional trading advisor. Prior to his appointment as CIO Brad was managing partner at Sardonyx Capital, a quantitative securities fund.
Brad is an honors graduate of Duquesne University (Pittsburgh, Pennsylvania) from which he obtained a bachelor’s degree in business administration. He received the Certified Financial Planner® designation following study at New York University. Brad is a Registered Investment Advisor and he is currently Series 66 and Series 3 examination qualified.
Tyler Trimbath - Managing Partner, CCO
Previous to his position with THOR, Mr. Trimbath has exemplified his commitment to outside-the-box thinking with leadership positions in technology innovation and investor relations at Proactive Capital Resource Group, a boutique investor relations organization. He served in an administrative role for retail investment services for publicly traded companies. Mr. Trimbath is a published author and has a history working in politics and is a member of the Forbes 2020 Business Development Council. He holds a bachelor’s degree in business administration from Mount Aloysius College. Tyler currently serves on the Board of Trustees for Mount Aloysius College, he’s on the Investment Committee for the Community Foundation of the Alleghenies, Sheetz Entrepreneurship Board member at Penn State University, and Board member of the Pennsylvania (Cambria) Regional Chamber of Commerce.
Cameron Roth - Managing Partner
Cameron is responsible for and assists in the development of Thor's data analysis and research program. In addition, Cameron works hands on to help the management team with a variety of client and firm wide objectives. Prior to THOR, Cameron also works for Kattan Ferretti Financial as their lead trader.
Cameron graduated from Saint Vincent College with a degree in finance. He is a series 66 and Series 3 qualified.