Tonge Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tonge Investment Services provides discretionary investment advice and portfolio management for separately managed accounts, including individuals, pension plans, trusts and retirement accounts. The firm is a small supported RIA with roughly $48 million in assets under management, two advisors and about 236 client accounts.
The firm’s process is centered on technical analysis—primarily point-and-figure charting and relative-strength measures—to guide allocations among individual equities, mutual funds, ETFs, leveraged (geared) ETFs and bonds, and to time moves into cash. Accounts are managed after detailed client interviews to determine objectives and risk tolerance, and the firm may move to significant cash positions or adjust allocations based on its technical signals.
Noteworthy for a firm of this size, Tonge uses borrowing/margin and derivatives in separately managed accounts, including leveraged ETFs and a covered‑call program (the “T24” options program) that typically sells calls with expirations from one week to three months and occasionally up to a year. The firm is long‑tenured with a small team, recently added an adviser with a background in intelligence and political analysis, distributes a monthly newsletter with client statements, and asks clients to retain proxy‑voting authority rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Service fee of at least $150 for liquidation-only clients, may be higher based on time and effort
$0 - $15,000: No fee $15,001 - $500,000: 1% annually $500,001 - $1,000,000: 0.7% annually $1,000,001+: 0.5% annually Trust accounts+: 2% annually (when Firm is Trustee) $0 - $3,000,000: 1% annually (for accounts opened on or after Nov 30, 2017) $3,000,001+: 0.5% annually (for accounts opened on or after Nov 30, 2017) Assets using options or leveraged ETFs+: 1.5% annually
$500 per hour for special situations such as estate valuations and searches for assets
Account minimum: $15,000 Fee-only: Hourly fees at $500 per hour for special situations such as estate valuations and searches for assets
Main office
Belgrade ME
Advisors at this office
2
Most active in
Maine · New Hampshire
Also doing business as
Bickford & Tonge Investment Services · Bickford Financial And Investment Services , Inc. · Tonge Investment Services · Tonge Investment Services , Inc · Tonge Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Abigail G
Series 65
Belgrade, ME
Tonge Investments
Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.
Richard T
Series 63, Series 65
Belgrade, ME
Tonge Investments
Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.
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