Thayer Partners LLC

Thayer Partners LLC provides customized wealth management, investment management, financial planning, retirement plan advisory (including ERISA 3(21)/3(38) services), and business advisory services to individuals, high‑net‑worth clients, trusts, estates, other investment advisers and retirement plans, including offshore investors. The firm manages roughly $401 million in regulatory assets for about 211 clients and operates through a multi‑office advisor network.

The firm’s investment process relies on fundamental analysis and a generally long‑term orientation, building diversified portfolios primarily with low‑cost mutual funds and ETFs while also using individual stocks, bonds and options as needed; Thayer may also recommend and oversee unaffiliated independent managers. A notable operational feature is that a substantial portion of assets are managed on a non‑discretionary basis, with clients retaining final trade authority, while supervised Investment Adviser Representatives operate under approved DBA structures with centralized compliance oversight.

Thayer’s structure and service mix distinguish it from many peers: it runs a network model spanning multiple offices, has an affiliation with an accounting/tax firm, and maintains relationships with other advisers, which supports referrals and integrated planning. The firm also offers business advisory services tied to Profit First certification and provides retirement‑plan fiduciary oversight, and it employs standing letter of authorization and institutional custodian arrangements to facilitate custody and execution.