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Thetford Investment Management, Inc.
SEC-regulated
Registered investment advisor
Thetford Investment Management, Inc., located in Richmond, VA, is led by John Sigurd Nielsen, CFA, who has been the President since September 1986. Mr. Nielsen holds a BA in Economics from Reed College and obtained the Chartered Financial Analyst (CFA) designation in 1983. Thetford Investment Management, Inc. emphasizes high ethical standards, with Mr. Nielsen committing to placing clients' interests first, maintaining independence, and acting with integrity.
As a CFA charterholder, Mr. Nielsen demonstrates a commitment to professionalism and expertise in investment analysis. The CFA Program, established in 1962 by CFA Institute, requires candidates to pass three rigorous exams, have at least four years of professional experience, and adhere to a strict Code of Ethics. Employers and clients value the CFA charter as a mark of advanced skills in investment decision-making.
Thetford Investment Management, Inc. benefits from Mr. Nielsen's comprehensive knowledge in areas such as fixed-income and equity analysis, portfolio management, and wealth planning. The firm's investment philosophy is grounded in the CFA Program curriculum, which is regularly updated to reflect industry developments. Clients can expect a client-centric approach and a commitment to ongoing professional development. For more information, visit www.cfainstitute.org.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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