- Co-CEO & Portfolio Manager @
- STF MANAGEMENT
Thomas is the mastermind behind algorithmic systems to formulate his Self-adjusting Trend Following (STF) fund and the Tactical Unconstrained Growth (TUG) fund and ETF. He specializes in tactical approaches to asset allocation.
BBA, McMurry University
Certifications, or Licenses, or honors here
Thomas is a financial executive with more than 28 years of experience. Before launching STF Management, he began his career with Fidelity Investments, with a specialization in retail marketing efforts. For 21 years Thomas worked with Transamerica Financial Advisors, Inc., in the Transamerica Financial Group Division — becoming an independent representative and advisor, a branch manager, and completing CFP designation.
He caught the active management bug prior to 2001, and ever since, focuses on tactical approaches to asset allocation. By 2008, these efforts culminated in the creation of the rule set for Self-adjusting Trend Following (STF) which remains a separately managed account offering and 1940 Act Fund from Flexible Plan Investments. In 2014, his second algorithmic system Tactical Unconstrained Growth (TUG) was created, and it too has been used as a separately managed account and 1940 Act Fund, this time through Q3 Asset Management. Additionally, TUG is an ETF model on Transamerica’s TransOne platform through NASDAQ DorseyWright.
In his downtime, Thomas likes to play golf, do yard work, or build something in the garage. An avid reader, he’s become a stock market history buff, and loves reading about the worlds’ markets, economies, and intersection with politics. Spending time with his wife of 30 years and their two adult children (sons?) is a joy. Their favorite vacations include those not planned, leaving room for discovery and spontaneity.
Words of Wisdom? “Rather than seek happiness, we should seek joy. Joy is something much deeper and richer, that focuses on others and not just the hedonism of self-indulgence.”
For speaking engagements, please contact us.
Past Speaking Events
- Next Generation of Solutions Based ETFs: Tactical Asset Allocation Combined with Incomehosted by STF MANAGEMENTJune 15, 20221:00 PM - 2:00 PMWebcast
- Tactical Allocation with a 12% Yield: The Next Generation of Active ETFshosted by STF MANAGEMENTSeptember 15, 202211:00 AM - 12:00 PMWebcast
- Tactical Allocation with a 12% Yield: The Next Generation of Active ETFshosted by STF MANAGEMENTDecember 2, 202212:30 PM - 1:00 PMWebcast
- Investing in a Fishbowl: Unlock Tactical Insights Now for Registered Investment Advisorshosted by STF MANAGEMENTMay 11, 20234:15 PM - 5:00 PMWebcast
About STF MANAGEMENT
STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.