Thurman L. Smith

Thurman L. Smith

Equity Fund Research

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Principal

Offering advice since: 1980

Areas of focus:

  • Portfolio Management

Further information about Thurman L. Smith:

Former investment research systems analyst for Fidelity and Loomis Sayles. Developed PC based fund rating system 1983. Published highly rated (by Hulbert Financial Digest) Equity Fund Outlook (www.equityfundoutlook.com) newsletter from 1988 to 2008. MBA finance and investments, Babson College, 1976.

Compensation and Fee Structures:

Based on assets under management.

Quarterly fee of $325, plus 0.175% of assets >100K <500K; plus 0.1% of assets > $500K<$1,000K plus 0.05% over $1,000K.

Licenses, Certifications & Affiliations:

Not specified

Education:

UNC, Chapel Hill. BA history 1965
Babson College, MBA finance & investments 1976

Foreign Languages spoken:

French

Will provide references upon request?

Yes


Further information about Equity Fund Research:

Equity Fund Research

(Size of firm: 0-9 advisors)

Equity Fund Research provides investment management services to individuals and retirement plans. Client objectives are met through the management of custom portfolios of diversified stock mutual funds. The investment approach stresses obtaining maximum growth, given client risk limits, by selecting and rotating to funds that our research suggest offer the best return potential for their level of risk. Funds used are those available without loads (sales charge).

Regular reports keep clients informed on account progress and portfolio characteristics.

The minimum initial account size is $500,000. Fees are based on assets.

Included in Top-Scoring Wealth Managers in the Boston Area by Boston Magazine, February 2010.

Equity Fund Research is registered with the Securities and Exchange Commission, file number 801-64817. Full firm description on www.efr.bz.


Contact Information for Thurman L. Smith

Phone: 800-982-0055
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Address for Thurman L. Smith:
194 Summer Street
Malden, MA, 02148

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