Todt Investment Management LLC

Overview

Todt Investment Management LLC is a small, independent registered investment adviser that serves individuals and families, with a particular leaning toward personalized financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and lists law firm activity among its business roles, suggesting an adviser that may integrate legal and financial planning considerations for clients. Investment activity centers on equity markets—exchange-traded securities make up the dominant portion of the advisory assets—and the firm does not identify as an active ESG investor. The advisory model is fee-based with a mix of billing methods available: percentage of assets under management, hourly charges and fixed fees. Todt Investment Management LLC operates on a discretionary basis for the assets it manages, indicating the firm typically exercises authority to implement portfolio decisions on behalf of clients within agreed parameters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices