Phingers And Toze Investments, LLC

Overview

Phingers And Toze Investments, LLC is a small, fee-based advisory firm organized as an LLC that provides discretionary portfolio management primarily to individuals and family clients and to a limited number of small business accounts. The firm charges a percentage-of-AUM fee and concentrates its work on managed account solutions rather than consulting or pension advisory services. Investment activity shows a clear tilt toward equities: the largest single asset exposure is in non-exchange traded equities, and the firm lists equities as its stated preference. The adviser does not position itself as an ESG-focused manager, a multi-state adviser, or a capital allocator to third-party alternative fund platforms. Its business model is centered on direct portfolio management for a very small client roster, which supports individualized, discretionary mandates and likely permits relatively bespoke allocation decisions for each household.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices