A complete list of active advisors currently associated with Tolland Capital

Warmer can help you find a great advisor at Tolland Capital or one who fits your needs even better.

Tolland Capital is an independent, single-advisor investment adviser that provides discretionary portfolio management to individual clients through separately managed accounts; it serves a small client base (18 clients) with approximately $2.33 million in regulatory assets under management. The firm requires a signed advisory agreement and a minimum account size to open an account. The adviser follows a value-oriented, fundamental analysis approach to build concentrated portfolios of publicly traded equities and may use long or covered short options as part of its strategy, generally maintaining 8–30 positions and remaining fully invested rather than attempting to time the market. The strategy is presented as a segment of a client’s broader portfolio and is not tailored to each client’s individual financial plan; client-directed restrictions are accepted only when required by a client’s employer and, if imposed, are handled by removing restricted securities and reallocating proceeds pro rata. Noteworthy operational features include a recent launch of a public Substack for commentary and a requirement that clients use a single custodian (Charles Schwab), through which the firm receives brokerage-provided products and services that create soft‑dollar benefits. The firm also instructs custodians to deduct advisory fees (creating constructive custody) and discloses potential conflicts from proprietary or personal trading, which are addressed through its code of ethics and trade allocation practices.

To learn more about the advisors currently working at Tolland Capital, 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.