Toyer Investment Advisors LLC

Overview

Toyer Investment Advisors LLC is a small, independent RIA that provides financial planning and portfolio management primarily for individuals and small businesses. The firm operates under an owner-driven structure and charges clients a mix of percentage-of-AUM fees and hourly advisory fees. Its advisory scope centers on discretionary management of retail client assets with an emphasis on public funds and mutual funds as the backbone of portfolios. Investment activity is centered on core public market exposure delivered through mutual funds and similar pooled vehicles, supplemented by targeted allocations to alternatives. The firm uses third-party managers for hedge fund and real estate exposure rather than acting as a capital allocator itself. Toyer Investment Advisors is not positioned as an ESG-focused or multi-state adviser, and it does not serve as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices