A complete list of active advisors currently associated with Toomey Investment Management, Inc
Warmer can help you find a great advisor at Toomey Investment Management, Inc or one who fits your needs even better.
Toomey Investment Management, Inc. is an SEC-registered investment adviser that provides model portfolio management, pension consulting and comprehensive financial planning to individuals, high-net-worth clients, plan sponsors, charitable organizations and businesses. Services include discretionary and non-discretionary management of model asset-allocation portfolios, written financial plans, Investment Policy Statement preparation, investment vehicle selection and ongoing monitoring for retirement plans. The firm’s investment approach centers on model portfolios that combine broad, diversified asset allocation with a tactical overlay that uses technical/charting analysis alongside fundamental research, and it implements investments across mutual funds, ETFs, equities and fixed income as appropriate. Client accounts are reviewed frequently (daily monitoring of model holdings, quarterly suitability reminders and at least annual contact) and may be managed subject to client-stated objectives and reasonable investment restrictions. TIMI is notable for managing roughly $321 million for about 1,291 clients with a three-advisor team, producing an unusually high client-to-advisor ratio for a firm of its size, and for its multi-role advisor model. Advisory personnel are also registered representatives of a broker-dealer and licensed insurance agents and tax preparers—relationships the brochure discloses as potential conflicts that the firm addresses through written disclosures, a Code of Ethics and supervisory procedures.
To learn more about the advisors currently working at Toomey Investment Management, Inc, 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 |
|---|---|---|
Wallingford, CT
| 7
| |
Wallingford, CT
| 14
| |
Wallingford, CT
| 34
|
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