About Us
Our Story
Get To Know Us
We are Financial Advisors and Customer Support experts with years of experience helping individuals and families just like you. We are educators with a strong belief that knowledge and education will empower our clients. Whether you are just starting out on your financial planning journey, or are well into your retirement, we can help you invest in your future.
“Our greatest asset is the faith and confidence that our clients place in us. As fiduciaries, we are committed to managing your financial assets in a manner that reflects this belief.”
Patrick Thornton, Principal
What Is a Registered Investment Advisor (RIA)?
A registered investment advisor (RIA) is a firm that advises clients on securities investments and may manage their investment portfolios. RIAs are registered with either the U.S. Securities and Exchange Commission (SEC) or state securities administrators.
RIAs have fiduciary obligations to their clients, meaning that they have a fundamental duty to always and only provide investment advice that is in their client’s best interests.
*Source: Investopedia
Our Company Mission & Client Vision
Mission
We are on a mission. “What is it,” you might ask.
Vision
We help you see through the numbers.
Values
We are nothing without values which we will make clear.
Experts
Meet Our Team
The first step to making your financial goals a reality is establishing an advisor relationship. We work with people just like you to help them understand their long-term goals and create a plan for success. Ready to chat?
Pat Thornton
Principal
moc.gnitsevninotnroht@tap
(802) 355-8001
Pat began his career in the investment business in 1982 after working in the education field. He hails from Rochester, New York, and attended college in Worcester, Mass., and graduate school in New York City. “I moved to Vermont in 1979 and have no intention of leaving.”
At Thornton Investment Mgmt., Pat and his team prioritize understanding the investment world and understanding the needs of their clients. He believes that their job requires constant learning and listening to ensure they provide the best service possible. Pat loves his job and strives to work for the benefit of their clients every day.
“The very best part of my job are my clients. Each one has a need, a goal and a story. They are what inspire me in my profession.”
Linda Terrasi
Director of Client Services
moc.gnitsevninotnroht@adnil
(802) 923-6600
Linda was born and raised in Connecticut, where she enjoyed raising her daughters. She spent over two decades working with guests in a salon, spa, and the Academy of Hairdressing in Newton, CT, gaining extensive experience in customer service and operations.
For the past 12 years, Linda has been working with Pat at Thornton Investment Mgmt., where she derives pleasure from working with clients and making them feel at ease calling anytime. She resides in South Burlington with her husband Rich and loves spending time with their two daughters and their husbands and her two grandchildren.
”This position has allowed me the opportunity to help people. It is what I enjoy most.”
Clara Shattie
Administrative Assistant
moc.gnitsevninotnroht@aralc
(802) 734-4206
Clara was born and raised in Charlotte, Vermont. After receiving her degree in Psychology from The University of Vermont, she lived for over ten years in the Vail, Colorado area, where she worked in Early Childhood Education.
After returning to Vermont, Clara spent time raising her daughters and continuing to work in Education. She now lives in Charlotte, with her 2 teenage daughters and her mini Bernadoodle Lawson. She enjoys spending time with family, running, traveling, and being on the lake in her spare time.
Contact
Get In Touch
We’d love to hear from you.