Bethesda, MD Office

Torray Investment Partners provides discretionary portfolio management to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund, a registered open‑end investment company. It also manages separate accounts, sub‑advised portfolios, model portfolios for UMA programs, and at times participates in broker‑sponsored wrap fee programs.

The firm follows a bottom‑up, fundamental stock‑selection process with a quality and long‑term orientation across three strategies—large cap growth, small/mid cap growth and equity income—typically implemented in concentrated portfolios of roughly 20–30 holdings with explicit risk‑control and diversification limits. Most mandates are managed on a discretionary basis, and Torray notes that performance and implementation can differ among its mutual fund, discretionary private accounts and model portfolios due to fee schedules, client restrictions and differing trading discretion.

Noteworthy for a firm of its type, Torray acts as adviser to an affiliated mutual fund and actively provides model portfolios to UMA sponsors, reporting approximately $211 million in assets under advisement for model portfolio services as of 12/31/2025—an uncommon level of investment company client work among peers. The firm discloses and distributes performance information and references third‑party ratings in its materials, is employee‑owned with no single controlling owner, and does not offer standalone financial planning, reflecting a focused emphasis on portfolio management.