Torray

OUR SERVICES

Torray is focused on providing exceptional client service. We take pride in working with you and your client to transition portfolios in the most tax-efficient manner possible over time and we will work with you to determine which investment vehicle is best for your allocation.

Portfolio Management

Our Equity Solutions

  • Transition analysis and management over time to mitigate tax sensitivities
  • Offer flexibility when it comes to choosing the right vehicle and determining the appropriate size of the account (SMA, UMA, Fund).
  • Direct access to portfolio managers, particularly when your client needs it most.
  • Cohesive portfolio management team that works together to achieve the most attractive allocation for your client
  • Are designed to balance opportunity with capital preservation
  • Have disciplined approaches that utilize proprietary risk management tools
  • Long-term track records with repeatable processes in place

Investment Approaches

APPROACH
PRODUCTS