TOOMEY INVESTMENT MANAGEMENT, INC

Overview

Toomey Investment Management, Inc. is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, families and small institutions. The firm combines traditional advisory services—portfolio construction, financial planning and pension consulting—with broker-dealer and insurance distribution capabilities, operating as a registered representative of a broker-dealer while also offering insurance products and accounting-related services. Fee arrangements for clients include a percentage of assets under management, hourly charges and fixed fees. Investment activity centers on diversified public fund exposure (notably mutual funds) as the primary building block for client portfolios, supplemented by selected fixed income and insurance products. The adviser reports it does not position itself as an active ESG investor and is structured as a single-state adviser under independent ownership since its SEC registration in 2018.

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