O'TOOLE STRATEGIC INVESTMENTS LLC

Overview

O'Toole Strategic Investments LLC is a small, privately held investment advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering portfolio management for individuals and small businesses and the selection of third‑party advisers. It acts as a capital allocator and charges fees in part as a percentage of assets under management (and also uses other fee arrangements). O'Toole does not identify as an active ESG investor and is not a multi‑state adviser or pension consultant. The firm lists an affiliation with an insurance company.

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Investments & Alternatives

Location & Offices