Tobin Investment Planning LLC

Overview

Tobin Investment Planning LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on individualized financial planning and portfolio management for individuals and small businesses, and it also acts as a capital allocator by selecting other advisers when clients require access to manager expertise the firm does not provide in-house. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Investment activity is concentrated in liquid, manager-driven products: the ADV indicates a heavy use of public mutual funds and similar pooled vehicles as the principal building blocks for client portfolios. The firm operates on a discretionary basis for the assets it manages, emphasizing managed mutual fund/portfolio solutions and financial planning that incorporate income and risk-management products. Tobin Investment Planning LLC does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices