TOMCHANEY INVESTMENT SERVICES, INC.

Overview

Tomchaney Investment Services, Inc. is a small, boutique advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and shows a clear preference for equity-centric portfolios, using exchange-traded equities as the primary building block of client accounts. Advisory activity is concentrated on direct portfolio management rather than pension consulting or multi-state institutional mandates, and the firm does not identify as an active ESG investor. Decision-making appears oriented toward traditional wealth-management objectives—capital growth and income—implemented through publicly traded equities and pooled vehicles, supplemented by third-party alternative managers when additional diversification or yield is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices