Thurston Springer Miller Herd & Titak Inc.
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Equities, Exchange-Traded Funds, Bonds, Real Estate Investment Trusts, Limited Partnerships
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Materials
- Telecommunications
- Utilities
- Finance
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Health Services
- Technology Services
Investment Size:
1,000,000 to 1,000,000,000 USD
Investor Details Founded: 1981
Thurston Springer Miller Herd & Titak Inc. is a financial advisory firm headquartered in Indianapolis, Indiana, specializing in investment management services. The firm manages a diverse portfolio, including equities, exchange-traded funds, bonds, real estate investment trusts, and limited partnerships. As of June 28, 2024, the firm's assets under management (AUM) were approximately $321 billion, with significant holdings in companies such as Microsoft, Eli Lilly, and Apple. The firm's investment strategy is diversified across various sectors, with a notable focus on technology, healthcare, and consumer goods. Thurston Springer Miller Herd & Titak Inc. has a history of strategic acquisitions, including the purchase of PEAK Reps, LLC and its subsidiaries in January 2025, which expanded its financial services offerings. The firm operates with a client-centric approach, emphasizing personalized financial solutions and transparent guidance to build trust and security for its clients. With a team of experienced professionals, Thurston Springer Miller Herd & Titak Inc. continues to provide comprehensive financial services, including wealth management, investment advisory, business consulting, and tax services, to clients across the United States.
Requirements
- Accredited investors only
- Long-term investment horizon
- Diversified portfolio allocation
- Compliance with regulatory standards
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Portfolio Companies
- Microsoft Corporation
- Eli Lilly and Company
- Apple Inc.
- Tesla, Inc.
- Landstar System, Inc.
- BlackRock Science and Technology Term Trust
- SPDR Portfolio S&P 500 Growth ETF
- iShares Global Infrastructure ETF
Mentioned In
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$9.95
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$14.95
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$39.95
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$24.95
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$299.00
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