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 ( 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


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

Foreign Languages spoken:


Will provide references upon request?


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

Contact Information for Thurman L. Smith

Phone: 800-982-0055
Please support us by letting this adviser know you found them through Boomerater

Address for Thurman L. Smith:
194 Summer Street
Malden, MA, 02148

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page

This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. is in no way affiliated with or recommending any of the advisors listed in our database, and is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Thurman L. Smith contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size