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
CFP designation
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.
Are you a Registered Investment Advisor looking to diversify your portfolio? Then you won't want to miss this upcoming webcast on portfolio diversification! This webcast will provide you with a comprehensive overview of the best practices for diversifying a portfolio. Not only will there be a presentation, but also an interactive Q&A session to ensure that you get the most out of your experience. It is important to get involved in the discussion, as this is an invaluable opportunity to learn from others in the field. By taking part in this webcast, you will be able to stay on top of the latest trends and strategies in diversification, allowing you to maximize returns and minimize risk. Invest in yourself and your future by joining this webcast - you won't regret it!
Speakers: Thomas Campbell, Jonathan Molchan, Thomas Munster, and Bryan Smarch
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments, increasing demand for alternative means of income generation.
TUG and TUGN represent the new wave of solutions-based ETFs that merge tactical equity allocation and options-generated income into one portfolio. Investors can realize consistent monthly yield while still participating in market upside, all within a tax efficient
ETF vehicle.
With income products experiencing sustained losses, investors have a rare opportunity to capitalize on tax loss harvesting trades. Thomas Campbell and Jonathan Molchan, Managing Partners and Portfolio Managers at STF Management, discuss the core methodology and drivers to the TUG rule set and how this can provide solutions to the challenges of asset allocation.
STF Management Press Release: New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq
Exchange (prnewswire.com)
Speakers: Thomas Campbell and Jonathan Molchan
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments — increasing demand for alternative means of income generation that can also provide a dynamic and tactical approach to asset allocation.
Solutions based ETFs have grown tremendously in recent years to meet this demand. In this webinar, Thomas Campbell, Managing Partner and Portfolio Manager at STF Management, discusses the unique, yet simple approach, he has built and developed to meet the asset allocation needs of clients. Additionally, Jay Gragnani, Head of Client Engagement at STF Management focuses on how this asset allocation approach can be delivered in a tax-efficient way to clients — while providing high, monthly income.
STF Management Press Release:
New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq Exchange (prnewswire.com)
Speakers: Jay Gragnani and Thomas Campbell
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.