Tomas A. Blanno And Company, LLC

Overview

Tomas A. Blanno And Company, LLC is a small, independent registered investment adviser that serves individual and family clients, along with small business accounts. The firm combines fee-based portfolio management with financial planning and operates an insurance brokerage practice, which informs its use of annuities and insurance-linked solutions alongside securities. Investment activity is sharply tilted toward publicly traded equities — exchange-traded securities represent the dominant asset class on client portfolios — while the adviser supplements equity exposure with mutual funds, selected alternative fund managers (hedge funds and real estate), and insurance products as needed for client objectives. The business model is discretionary portfolio management for a concentrated client base; portfolios appear designed for affluent individuals and families seeking integrated wealth and insurance advice. The firm reports a percentage-of-AUM fee schedule (with other fee arrangements possible) and does not position itself as a multi-state or institutional pension consultant.

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