Toomey Investment Management, Inc

Toomey Investment Management, Inc. is an SEC registered investment adviser based in Connecticut, established in 2000 by Brendan Toomey. The firm specializes in providing portfolio management services using model asset allocation portfolios. They offer diverse asset allocation and tactical asset allocation strategies, managing accounts on a discretionary or non-discretionary basis. Clients have the opportunity to place reasonable restrictions on investments held in their accounts. The firm also provides pension consulting services, financial planning, and other financial advisory services. For individual model portfolio management, annual fees range from 0.40% to 2.00% based on assets under management. Pension consulting fees range from 0.40% to 2.95% of plan assets, with additional hourly or fixed fees. Financial planning fees are charged on an hourly basis ranging from $50 to $400 per hour or a fixed fee ranging from $500 to $5000. The firm does not charge performance-based fees. Toomey Investment Management does not vote proxies on behalf of clients and does not have custody of client accounts. The firm exercises investment discretion for clients who have signed a discretionary agreement. The firm's investment strategies include long-term and short-term purchases, with a focus on asset allocation, mutual fund and ETF analysis, and risk management. The firm's team includes Brendan Toomey, Austin Toomey, and Daniel Perreault, who hold various financial certifications and licenses. They are also registered representatives of Leigh Baldwin & Co., LLC. The firm's code of ethics ensures high ethical standards and compliance with federal securities laws. Brendan Toomey, Sr. is the president, CEO, and CCO of the firm, with a background in financial services since 1986. Austin Toomey and Daniel Perreault also have extensive experience in the financial services industry.