Fourthought Financial Partners, LLC
FourThought Financial Partners, LLC is an SEC-registered investment adviser headquartered in Venice, Florida. Founded in November 2019 and currently under the management of principals Scott Pinkerton and Chris Fagley, FourThought acquired the advisory business of FourThought Financial, LLC. The firm is a wholly-owned indirect subsidiary of Focus Financial Partners, itself owned by investment vehicles managed by Clayton, Dubilier & Rice and Stone Point Capital. FourThought provides comprehensive financial planning, consulting, and investment management services. It serves a diverse clientele including individuals, families, employers, and institutions. As of December 2024, it manages $1.59 billion in assets and operates with a staff overseen by its management team.
Investment Strategy
FourThought Financial Partners employs a client-centric approach, acting as a fiduciary and customizing investment strategies based on each client's objectives and risk tolerance. Their investment process begins with detailed financial planning, leading to tailored recommendations designed to align with clients' goals and manage risk. Core principles include long-term strategic thinking, diversification, tailoring portfolios to projected cash flow needs, and constructing strategies to withstand worst-case scenarios. The firm emphasizes resilience, flexibility, and individualization in all client portfolios.
Top Holdings
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.70% | $57.7M | 115,991 | $259.26 | $497.41 | +$14.8M |
A AVGO | BROADCOM INC COM | 4.08% | $41.4M | 150,050 | $56.74 | $275.65 | +$16.3M |
N NVDA | NVIDIA CORPORATION COM | 3.12% | $31.6M | 199,740 | $46.22 | $157.99 | +$12.0M |
A AMT | AMERICAN TOWER CORP NEW COM | 2.79% | $28.2M | 127,667 | $200.85 | $221.02 | +$1.4M |
J JPM | JPMORGAN CHASE & CO. COM | 2.13% | $21.5M | 74,257 | $134.25 | $289.91 | +$2.9M |