
Robert C. Tholl, Jr.
If you're like many investors, you realize that managing your investment portfolio requires time, experience and knowledge that you may not possess. That's why so many rely on professional asset managers to assume responsibility for day-to-day investment decisions.
The question is which of the thousands of asset managers competing for your business should you choose.
The Tholl Pearson Group is a team of experienced financial professionals who offer institutional-level portfolio management in a private family office-like environment. We believe that our approach to investing sets us apart from other managers available to you. Called PowerScore, this proprietary methodology has prompted many Morgan Stanley Financial Advisors to work with us and provide their clients with the personalized investment management necessary to help them pursue even their most challenging goals. At the same time, however, we recognize that investment management, while critical, is only part of what our clients require. That is why go far beyond your portfolio to advise you on lending, estate planning strategies, risk management – in short, virtually every aspect of your financial life.
The Tholl Pearson Group - Named to the Forbes Best-In-State Wealth Management Teams 2025 Ranking
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23–3/31/24.
Awards Disclosure:
Source: Forbes.com (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com. © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
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