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Welcome to Tollerene Investment Management
Tollerene Investment Management was founded with the guiding principle of providing independent professional investment advice to families to help them address their financial goals. With increasingly complex and volatile financial markets and longer life expectancies, working with an investment professional is more important than ever. For over 30 years, we've helped clients work toward their financial goals. If you're looking for an investment firm to provide disciplined investing strategies, offer straightforward market perspective and help you navigate market volatility, then you have come to the right place.
For this important partnership, you need a trained professional who sees your total financial picture - someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track. When providing advisory services we act as a fiduciary.
As a fiduciary, we always put your interests first—unlike some money managers, when providing advisory services we have no incentives to sell you commission-based financial products or place trades in your account when it’s not best for you, and the fee structure aligns your interests with our business goals. Simply put, when you do better we do better.
We work with our clients toward addressing their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in a person’s overall financial success. If you have questions about your financial situation, please do not hesitate to call or email us, we welcome the opportunity to hear from you. To contact us click here.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
Tollerene Investment Management's approach can help you invest conservatively, manage your exposure to taxes, meet insurance needs, and provide a plan to successfully transfer wealth to your children and grandchildren. Utilizing our wealth management strategies means you gain the benefit from:
No matter where you are in life - just getting started or winding down a successful career - you have goals and dreams. We engage you in an ongoing conversation about your needs, goals, and objectives to create the life plan that's right for you.
Your retirement plan should work for you, we can help you create a thoughtful strategy that brings your personal vision of financial independence into focus - whether you’re just getting started or nearing retirement. Have questions about your employers 401K plan choices? Through our Participant Consulting Advice Program (PCAP) you can partner with our financial professionals, to receive guidance customized to your unique situation. Your financial professional will provide a review of your employer sponsored retirement plan and can help you identify when and how to change allocations to keep your strategy on track. And because your financial professional has no proprietary products to sell, you will always receive independent retirement plan guidance.
Tollerene Investment Management clients have access to one of the leading financial planning software tools in the industry. Combining all your financial data in one place is the starting point for higher quality financial decisions. A single view enables holistic decision making. No more making piecemeal or siloed decisions. Right Capitals client portal financial plan is an interactive tool that can be accessed from any computer or smartphone. Click on the RightCapital logo to learn more or get started today!
Managed asset plans - For professional portfolio management through LPL Financial separately managed accounts (SMA’s) may provide the type of customization you want and can be the building blocks of a diversified, well thought out portfolio strategy. An SMA is a private portfolio made up of actively managed individual securities. The separate account model, used by large institutions and pension plans, extends the potential advantages of flexibility, tax efficiency, and control to your portfolio. (SMA’s) give you access to specialized institutional money managers—many of whom may not be available to individual investors outside of our Manager Select program, unless high account minimums are met. In addition our Model Wealth Portfolios (MWP’s) is an investment platform that offers portfolios from a variety of professional money managers, each of whom provides a specialized philosophy, process, and market outlook. These money managers follow well-defined, repeatable processes for building and managing portfolios. Some are institutional managers who build portfolios for large foundations or endowment funds. In many cases, individual investors can only access these strategies by investing millions of dollars. With Model Wealth Portfolios, you get access to these institutional managers through a starting investment minimum of just $25,000 for most strategies, and $10,000 for select strategies.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
To manage your tax liability and let more of your money work for you.
Long term planning for being ready when your children are.
Through LPL AccountView you can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy to read account statements keep you informed of account activity and performance.
We Have Offices in Downtown Houston and Pearland, Texas
If our method of addressing your financial needs sounds appealing, we invite you to spend some time exploring this site. Click Here to view our process.
We welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us. Click Here to contact us.
Through LPL Financial, the largest independent brokerage company in the country, we are able to offer independent personalized guidance to clients on which investment options would best suit their needs.
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© 2024 Tollerene Investment Management. All Rights Reserved. LPL Financial Form CRS.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We are licensed to sell insurance products in the following states: Texas (TX).
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.