About Us
Toroso Advisors is a team of experienced wealth management professionals dedicated to identifying and creating solutions for individuals, families and corporations (retirement plan sponsors).
Toroso Investments is an innovative partnership between financial thought leaders in the ETF space that have developed a suite of solutions for financial advisors, ETF issuers and other players in the industry. Through our three core business units – consulting, asset management and wealth advisory – we help our clients grow, prosper and succeed.
Our Approach
The Financial Advisor's Role
1990’s
2000-2020
2020 Onward
Our advisors work exceptionally hard to help align our clients with financial security by growing and protecting wealth. We take a holistic approach to wealth management that includes developing a comprehensive lifetime plan, financial planning, and investment management.
All areas of our clients’ financial well-being are taken into consideration. Our process generally begins by outlining our clients’ financial options and explaining how each may or may not help achieve their goals. We want our clients to make informed decisions with clarity and confidence.
What Makes Us Different
We are independent and fee-only
We are fiduciaries for all of our clients (we are obligated and proud to put our clients interest first, always)
We only invest our clients’ money when they fully understand and accept our recommendations
We give specific, clear advice
We know our limitations and believe in being resourceful to help meet objectives
We don’t sell annuities
We don’t have a favorite fund family
We don’t accept kickback or referral fees
We do not recommend investments based on lunch, dinner or sports tickets
We don’t make suggestions that we would not recommend to our own parents, children, families, and friends
Clients We Serve
Individuals & Families
We help clients seeking financial security and well being.
Retirement Plan Sponsors
We understand the priorities, help mitigate risk, and work with our clients on plan design, benefits, and features.
For Advisors
Join Toroso Or Partner With Us
We are seeking both IARs and RIAs who are energetic, passionate entrepreneurs that take ownership to make things happen.
Our business is rooted in being honest, direct and transparent.
We are creative and open-minded and are always in search of the best solutions for our clients.
Our advisors believe in the growth potential of ETFs, are forward-thinking, value autonomy, intellect and operate with the utmost integrity.
Wealth Advisors looking to grow and gain support from an ethical group of smart, passionate people will find that here. Toroso Advisors provides services that foster independence and freedom of choice on an open source platform.
Core Values
ETHICS
COMPASSION
HUMILITY
GRATITUDE
GIVING BACK
TRANSPARENCY
THOUGHTFUL
INTROSPECTIVE
HONEST
OPEN-MINDED
RESOURCEFUL
STRAIGHTFORWARD