Tolsma Investments, LLC

Overview

Tolsma Investments, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm runs a fee model that includes a percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Tolsma shows a clear preference for equity exposure: their stated most-used asset type is exchange-traded equities and the firm is not positioned as an active ESG investor. Advisory activity appears focused on personalized, noninstitutional clients rather than pension consulting or multi-state institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices