TONER ASSET MANAGEMENT GROUP, INC.

Overview

Toner Asset Management Group, Inc. is an independent registered investment adviser that focuses on fee-based wealth management for individuals, families and small businesses. The firm offers financial planning and discretionary portfolio management for both personal and business/institutional clients. Since its SEC registration in 2017, Toner Asset Management Group has shown a clear preference for equity exposure—particularly exchange-traded equities—and structures client relationships under percentage-of-AUM and fixed-fee arrangements. The firm is not positioned as a capital allocator to external private managers, is not an active ESG investor, and does not operate as a multi-state adviser.

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Public Holdings

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Location & Offices