The Tosha Group

Today’s markets are fast-moving and complex, and many investors do not have the time or inclination to make the day-to-day decisions necessary to navigate them. Intentionally working with a limited number of clients enables The Tosha Group to be readily accessible and provide a uniquely personalized, boutique-like wealth management experience. Most clients come to us through referrals, reflecting our commitment to offering insightful advice and guidance, a disciplined process and high-quality service. We develop long-term relationships with a broad spectrum of clients and generations of families. We believe your wealth management strategy should be evaluated by progress toward your most cherished goals. We begin by listening and learning what’s truly important to you. We build your plan based on your goals. Once you determine it is a good fit, our dynamic, disciplined investment process integrates our custom portfolio management to help you reach those goals. And we don’t stop there. We continue with communications - educational, consistent and personal – phone calls to address your situation, emails with market updates, and conference calls about what is driving the market that week as well as offering a long-term perspective. The Tosha Group has naturally attracted a certain type of client over the past decade. In addition to professional individuals and families, a large percentage of our clientele includes high-net-worth families, divorced and widowed women, non-profits, executives, family offices, foundations, and the LGBTQ community. Our partnership with Bank of America allows us to provide custom credit solutions and securities-based lending options for a variety of individuals and families, including doctors and dentists, and private real estate investors. This also extends to commercial real estate financing, and specialty asset financing for aviation, art, land and yachts. Let’s start the conversation.