Portfolio clarity, built on disciplined research.
Helping investors make informed decisions through portfolio analysis, sector research, equity screening, and personalized consulting.
Portfolio Consulting
Ongoing, fee-aligned consulting for investors who want an experienced second opinion on their portfolio — priced as a share of assets under consultation, not a flat retainer.
Family Offices
0% Upfront Consulting Fee- Comprehensive Portfolio Consulting
- Risk Assessment
- Investment Strategy Consulting
- Priority Support
- Weekly Portfolio Review Reports
Professional
1% Upfront Consulting Fee- Comprehensive Portfolio Consulting
- Risk Assessment
- Investment Strategy Consulting
- Standard Support
- Monthly Portfolio Review Reports
Premium
2% Upfront Consulting Fee- Comprehensive Portfolio Consulting
- Risk Assessment
- Investment Strategy Consulting
- Priority Support
- Weekly Portfolio Review Reports
Research & Advisory Services
Stand-alone research and advisory engagements for investors who need a specific answer rather than an ongoing mandate.
Sector Analysis Report
Includes:
- Industry Outlook
- Competitive Landscape
- Growth Opportunities
Equity Research Report
Includes:
- Fundamental Analysis
- Financial Statement Review
- Valuation Assessment
- Competitive Position Analysis
- Risk & Opportunity Assessment
- Investment Thesis
Private Consultation
Includes:
- Portfolio Reviews
- Investment Strategy
- Market Outlook
- Q&A Session
Why Thahlan Consulting?
Independent Research
No brokerage ties, no product to sell — our analysis answers to you alone.
Data-Driven Analysis
Conclusions built on financial statements and market data, not headlines.
Transparent Pricing
Every plan and report is priced upfront, with no hidden advisory fees.
Personalized Service
Direct access to the person doing the research — not a call center.
U.S. Equity Market Focus
Deep, focused coverage of U.S. equities rather than shallow global reach.
At Thahlan Consulting, we help investors navigate the U.S. stock market with disciplined research, portfolio analysis, and strategic investment guidance.
Our mission is to provide institutional-quality insights and personalized consulting that empower investors to make informed decisions.
Start with a conversation.
Tell us about your portfolio or the research you need, and we'll follow up to scope the right engagement — consulting plan or one-off report.
- contact@thahlanconsulting.com
- Phone
- +1 (917) 293 0700
- Response Time
- Within 1 business day
- Availability
- Mon – Fri, 9:00 AM – 6:00 PM ET