Tech stack
No one at Thetford Investment Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $47M held · filed Aug 2019
B
Bank of America Private Bank
Per Form ADV · $22M held · filed Aug 2019