Thurston Springer Miller Herd & Titak Inc.

Institutional Investor Indiana, United States ·Founded 1981

Overview

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.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon
  • Diversified portfolio allocation
  • Compliance with regulatory standards

Portfolio Companies

Apple Inc.Microsoft CorporationEli Lilly and CompanyTesla, Inc.Landstar System, Inc.BlackRock Science and Technology Term TrustSPDR Portfolio S&P 500 Growth ETFiShares Global Infrastructure ETF

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Frequently asked questions about Thurston Springer Miller Herd & Titak Inc.

What sectors does Thurston Springer Miller Herd & Titak Inc. invest in?

Thurston Springer Miller Herd & Titak Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Indiana, United States. Thurston Springer Miller Herd & Titak Inc. is listed as a institutional investor in the ConnectSafely investor database.

What stage does Thurston Springer Miller Herd & Titak Inc. invest at?

Thurston Springer Miller Herd & Titak Inc. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 1B.

Which regions does Thurston Springer Miller Herd & Titak Inc. invest in?

Thurston Springer Miller Herd & Titak Inc. invests across United States.

What companies has Thurston Springer Miller Herd & Titak Inc. invested in?

Thurston Springer Miller Herd & Titak Inc.'s portfolio includes Apple Inc., Microsoft Corporation, Eli Lilly and Company, Tesla, Inc., Landstar System, Inc., BlackRock Science and Technology Term Trust, SPDR Portfolio S&P 500 Growth ETF and iShares Global Infrastructure ETF.

Last updated · Source: ConnectSafely investor database