A complete list of active advisors currently associated with Toro Bravo Investment Advisors, LLC

Warmer can help you find a great advisor at Toro Bravo Investment Advisors, LLC or one who fits your needs even better.

Toro Bravo Investment Advisors, LLC works with individual and high‑net‑worth clients to provide ongoing portfolio management, pension consulting, and financial planning. The firm also arranges third‑party sub‑advisors and currently operates a co‑advisory arrangement with Sound Income Strategies for certain client assets. Toro Bravo documents client goals and risk tolerance in individualized Investment Policy Statements and generally seeks discretionary authority to implement and monitor portfolios on at least a quarterly basis. Its investment approach draws on charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses and it employs both long‑ and short‑term trading as well as margin and options strategies, including multi‑leg option positions. The brochure discloses several practices that differentiate the firm from many peers: the principals are licensed insurance agents and the firm uses field marketing organizations to support educational seminars and marketing activities, arrangements it discloses as potential conflicts of interest. It also discloses use of leverage and derivatives in client accounts and acceptance of soft‑dollar research from custodians, while noting it does not charge performance‑based fees or participate in wrap programs.

To learn more about the advisors currently working at Toro Bravo Investment Advisors, 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.