Strong partnerships. Sound investing.
Tollefson & Company Investment Management, LLC is a registered independent investment advisory and consulting firm.. Based in Washington, DC, Tollefson & Company manages equity, fixed-income and balanced and socially responsible portfolios.
Our clients are individuals, estates, trusts, corporations, educational institutions, corporate and individual retirement plans, endowments and foundations who want the security of trusted active management. We treat investing as a partnership with each client, creating customized investment plans with a highly personalized approach.
Tollefson & Company manages portfolios to achieve long-term growth of principal while minimizing risk. We focus on the long-term financial goals of the client while accommodating unique needs and preferences. We have been successful in managing the preservation of capital, providing asset growth and maximizing current income through different market and economic cycles.
Our current clients are located in the Washington, D.C. area, throughout the United States, and overseas.
“Tollefson and Company is a registered investment adviser. The adviser does not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”