A complete list of active advisors currently associated with Torrey Pines Investment Management
Warmer can help you find a great advisor at Torrey Pines Investment Management or one who fits your needs even better.
Torrey Pines Investment Management provides investment advisory services, active portfolio management, and financial planning for high‑net‑worth individuals and certain charitable organizations. The firm offers discretionary management for individual client portfolios and does not participate in wrap fee programs. TPIM’s investment approach emphasizes proprietary, fundamental research of publicly traded equities and municipal bonds, with a focus on cost‑conscious, tax‑efficient strategies and low portfolio turnover; typical holding periods are three to five years or longer. The firm selects individual securities and municipal issuers based on company cash‑flow characteristics, durable competitive advantages, and municipal credit metrics, and generally avoids hedge funds, private equity, options, and futures. The firm is newly established and owner‑operated, with no client assets reported at the time of this brochure filing, and discloses the owner’s concurrent employment at a private family office as an affiliation. TPIM accepts discretionary authority and directly debits advisory fees (which gives rise to custody under regulatory guidance), does not vote client proxies, provides financial planning without a separate fee, and does not impose an account minimum.
To learn more about the advisors currently working at Torrey Pines Investment Management, 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 |
|---|---|---|
Del Mar, CA
| 2
|
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