TOMASETTI INVESTMENT GROUP, LLC

Overview

Tomasetti Investment Group, LLC is an independent Registered Investment Adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm emphasizes equity-driven portfolios, using exchange-traded equities as the core building block of client accounts while layering in third-party mutual funds and hedge funds where appropriate. Tomasetti Investment Group combines advisory services with an insurance brokerage capability, which it integrates into comprehensive planning and risk-management work for clients. The firm charges clients through a mix of percentage-of-AUM, hourly fees, and fixed fees, allowing flexibility across wealth levels and client needs. Tomasetti Investment Group is structured as a limited liability company owned by an individual and does not operate as a multi-state adviser or a capital allocator; instead it sources external managers and products to implement client strategies. ESG investing is not marked as an active strategy for the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices