Managed Accounts

Direct Separate Accounts

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Institutional Accounts

We offer sophisticated institutions and consultants concentrated strategies that are quite different than our larger peers. The cornerstone of our differentiation is our proprietary, multi-pronged approach to risk-management that is seamlessly integrated into our decision making and has been battle tested across multiple economic cycles.

Individual Accounts

A core tenet of our investment philosophy is maintaining a long-term orientation to allow the power of compounding to work in our favor. As a result, our portfolios tend to experience lower turnover, which is particularly beneficial for taxable accounts. We work with a variety of individuals to customize portfolios that meet their exacting needs.

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Advisor SMAs/UMAs

Clients of independent registered investment advisors that use one or more of the major custodial platforms, and those that work under the advisement of a full-service brokerage professional at select firms, can enjoy the benefits of owning the stocks that comprise Torray’s concentrated and risk-managed strategies directly. We have a long history of building enduring relationships with financial intermediaries and their clients based on trust and our commitment to delivering service that consistently meets and exceeds expectations.