A complete list of active advisors currently associated with Torray Investment Partners LLC
Warmer can help you find a great advisor at Torray Investment Partners LLC or one who fits your needs even better.
Torray Investment Partners LLC provides discretionary portfolio management and advisory services to a mix of individual and institutional clients, including individuals, high net worth individuals, pension and profit‑sharing plans, charitable organizations, corporations and other businesses. The firm also serves as investment adviser to The Torray Equity Income Fund, offering portfolio management to a registered investment company in addition to separate accounts and model portfolio services. Torray employs a bottom‑up, fundamental analysis process across large‑cap growth, small/mid‑cap growth and equity income strategies, emphasizing concentrated, long‑term holdings in businesses they characterize as high quality with risk control through position and sector limits. The firm manages most client assets on a discretionary basis, provides model portfolios to UMA sponsors and routinely reports account performance against agreed benchmarks while conducting periodic performance‑dispersion and trading reviews. Compared with many peers in the team category, Torray’s simultaneous role as advisor to an open‑end mutual fund and as a model/sub‑advisor to other programs is uncommon and is explicitly discussed in the brochure as a source of expected performance differences among fund, separate account and model implementations. Founded in 1972 and structured as an employee‑owned firm without a single controlling owner, Torray documents detailed trade allocation, soft‑dollar and proxy‑voting policies and maintains an equity income strategy that can include common and preferred stock and convertible debt.
To learn more about the advisors currently working at Torray Investment Partners 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 |
|---|---|---|
Bethesda, MD
| 14
| |
Bethesda, MD
| 8
| |
Naples, FL
| 8
| |
Bethesda, MD
| 4
| |
Bethesda, MD
| 7
|
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