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RESEARCHING, UNDERSTANDING AND CREATING

Helping companies and individuals grow their wealth and peace of mind by using, creating or growing ETFs effectively.

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AIMING FOR FINANCIAL PEACE OF MIND

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Portfolio Management Philosophy

It is no news that an investor’s life events will have a direct impact on their motivations to save, or where to invest. That is the reason we believe that most investors benefit from a professionally managed investment portfolio and not a pre-set glide path. Our team supports your advisors, so that they can focus on what matters most: making the client happy

Investment Philosophy

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Investment Strategies

At Toroso we are focused on investors’ desired outcomes, not proprietary products or off-the-shelf services. That is the reason we have created three diverse sets of strategies that focus on our their objectives, life cycles and investment profiles.

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Team

We are a group of finance and consulting veterans that have come together to provide personalized OCIO solutions for financial advisors. Our independence ensures that we provide our clients with a truly personalized solution for their needs while supporting their need for growth.

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About us

About Us

Toroso is a team of finance veterans in asset management, investment strategy, 401 (k) design and product management. Our advisor specialists dedicate themselves to finding the right solution for each of our clients.

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Our Research

We use Exchange-Traded Funds (ETFs) as the primary investable security in our portfolios. The portfolio management team has tremendous experience in “getting under the hood” of the ETFs to maximize investment potential and avoid risk when appropriate.

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Our Investment Process

Toroso recognizes the needs of its clients: maintaining a more balanced risk profile and generating solid returns.

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IN THE NEWS

RESEARCH COMMENTARY