A complete list of active advisors currently associated with Todt Investment Management LLC
Warmer can help you find a great advisor at Todt Investment Management LLC or one who fits your needs even better.
The firm works with individual investors and offers both investment supervisory services (day‑to‑day portfolio management) and investment management consulting that does not involve active control of client assets. It also provides advice on non‑securities matters, including small‑business planning, real estate issues, and tax and estate planning for certain clients. The firm’s investment process combines analysis of local, national, and global economic conditions with industry and company research to construct customized portfolios and generally does not rely on frequent trading. Clients receive ongoing monitoring and reporting, including monthly written investment outlooks and personalized commentary, regular weekly and monthly reviews, and at least three in‑person or virtual meetings per year. What is distinctive is that the sole advisor is a licensed Illinois attorney who spends under 15% of professional time practicing law and integrates legal and business‑planning advice with investment services—an arrangement that is uncommon among independent RIAs. The firm also maintains a small client base and explicitly offers both discretionary management and structured, non‑supervisory consulting engagements with written deliverables, reflecting a more individualized service model.
To learn more about the advisors currently working at Todt Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 16
|
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