A complete list of active advisors currently associated with Tomasetti Investment Group, LLC
Warmer can help you find a great advisor at Tomasetti Investment Group, LLC or one who fits your needs even better.
Tomasetti Investment Group, LLC is a Massachusetts-registered, single-advisor firm that provides fee-based investment supervisory services and financial planning to individuals, trusts, and company profit-sharing plans. The firm manages approximately $60.6 million in discretionary assets for about 47 clients and generally operates as a solo practitioner. Portfolios are custom-managed using an asset allocation framework with an index and/or value orientation, implemented on a discretionary basis to reflect each client’s objectives and risk tolerance. TIG may employ a broad range of instruments — including stocks, bonds, mutual funds, ETFs, options, margin and short sales when appropriate — and clients may impose restrictions on specific securities or sectors. The principal is a CFP® with prior experience managing a private investment partnership and also holds a Massachusetts insurance producer license, recommending and selling insurance as an adjunct to financial planning — a combination that is uncommon among independent solo firms. TIG’s work with pension and profit-sharing plan clients is also atypical for its peer group, and the firm maintains client assets with an independent custodian while conducting ongoing reviews of accounts.
To learn more about the advisors currently working at Tomasetti Investment Group, 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 |
|---|---|---|
Needham, MA
| 20
|
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