Tollefson And Company Investment Management LLC

Overview

Tollefson And Company Investment Management LLC operates as a boutique advisory firm that focuses on portfolio management for individuals, families and small businesses, with some institutional relationships. The firm is fee-based, charging a percentage of assets under management, and is organized as an individually owned limited liability company. It is SEC-registered and not structured as a capital allocator or pension consultant. Investment emphasis is on equity exposure, with a clear preference for direct equity positions and non-exchange traded equity allocations. The firm is not an active ESG investor and does not report a multi-state adviser footprint. Its business model centers on discretionary management, delivered through separately managed accounts and tailored portfolios for high-net-worth clients. Alternatives feature as part of the toolkit: Tollefson allocates to real estate through third-party external managers to complement public equity exposure and to provide income and diversification characteristics that public markets may not deliver.

Assets & Accounts

Investments & Alternatives

Location & Offices