Thurston Springer Miller Herd & Titak Inc.
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
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Unlock full contacts →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
