A complete list of active advisors currently associated with Tollefson and Company Investment Management LLC
Warmer can help you find a great advisor at Tollefson and Company Investment Management LLC or one who fits your needs even better.
Tollefson & Company provides investment advisory and portfolio management services to high net worth individuals, corporations, trusts and retirement plans. The firm manages roughly $114 million for a small client base of about 22 relationships and serves clients through a limited number of offices. The firm focuses on discretionary portfolio management and tailors strategies based on in-house research and multi-decade industry experience, including management of individual, corporate and retirement portfolios. It enforces firm-wide standards for personnel involved in investment decisions and maintains a written Compliance Manual and supervisory procedures to guide advisory activities. Distinctive features include an explicit concentration on high net worth and institutional clients with no stated service to non‑high‑net‑worth individual clients, resulting in a relatively small number of clients per advisor. The firm also reports no material affiliations with broker‑dealers or related financial firms and states that employees do not receive additional compensation beyond advisory management.
To learn more about the advisors currently working at Tollefson and Company 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 |
|---|---|---|
Austin, TX
| 22
|
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