Toroso is a registered investment advisory firm that provides independent financial advisory services to individual investors, retirement plan sponsors and corporations. Toroso’s team is a group of finance veterans that is focused on having a simple diversified asset allocation approach that strives for consistent performance while accommodating the client’s investment philosophy, risk tolerance and life cycle.
As a registered investment advisor, we take on fiduciary responsibility to act in the organization’s best interest.
Personalized, Superior Client Service
Senior, dedicated, finance veterans use their diverse backgrounds to work together to bring added value to you.
We don’t sell products, we select the most appropriate investment instruments based on your short-and long-term needs.
Toroso’s strategies and security selection process is focused on “getting under the hood” of the financial products, going beyond the name, expense ratio and its popularity.
Our custom-designed reports go beyond the basics to provide a full view of your account, its performance and its opportunities.
We are dedicated to meeting your needs and using managers that best suit your objectives. That means Toroso is unbiased to search in the marketplace for the best product that fits your organizational objectives.