Toews Asset Management

Overview

Toews Asset Management is a privately owned corporate RIA that has been SEC-registered since 1994. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory work spans portfolio management for individuals and small businesses, management for investment companies and other institutions, and it also offers educational seminars and workshops. The firm is not an active ESG investor, and its regulatory activities include roles as a commodity pool operator/commodity trading advisor and as a seller of other financial products. Investment practice emphasizes pooled public funds and liquid instruments rather than a large slate of private or exotic strategies. The firm distributes financial products such as annuities and maintains relationships with product distributors, consistent with its business activity as an “other financial product” salesperson.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices