Broker Check

Investment Management and Advisory Services

At Tomasetti Investment Group, LLC (TIG), we focus on investment management. What sets us apart from other financial planning firms is our investment management expertise. Unlike most financial planning firms, we do not outsource our work to a "team" or "third party". We're responsible for the work we do, because we do it. We're capable and we generate our own research. This research is underpinned by more than two decades of portfolio and investment management experience. We believe that this is one of our competitive advantages over other advisers. Advisers at other firms usually don't manage money; rather, they follow the advice of the firm's "experts". At TIG, your adviser is the one managing your money.

The investing process can be complex, but it doesn't need to be presented that way. We break things down in a palatable format that you can easily comprehend. We won't have you invest in anything we can't easily explain to you. 

Most of our clients are risk-conscious, and want unbiased and tailored investment management to meet their long-term goals. That's what we do.  

What we can do for you:

  • Personalized Investment Strategies 
  • Proprietary Investment Portfolios
  • ETFs, Stocks, Bonds and Mutual Funds
  • Tax-Efficient Solutions
  • Diversifying/Protecting Concentrated Positions
  • Reporting and Updates
  • Executive Wealth Management (Stock and Option Compensation)