Tomas A. Blanno and Company, LLC

The firm provides discretionary asset management, comprehensive financial planning and consultations to individuals (including high‑net‑worth clients), corporations and other business entities. It offers portfolio management and access to equities, bonds, mutual funds, ETFs and third‑party managed solutions through custodians and third‑party managers.

Its investment approach emphasizes fundamental analysis, customized asset allocation and the use of Investment Policy Statements to align portfolios with client objectives; the firm also incorporates third‑party allocation models and separately managed account programs when appropriate. Due diligence on funds and managers is part of the process (the brochure notes minimum track‑record and asset thresholds for selected funds), and accounts are reviewed at least quarterly with ongoing monitoring and rebalancing.

Distinctive features include an affiliated insurance agency: the firm sells life, disability, long‑term care, group health and fixed annuity products and receives separate, customary compensation for those sales while disclosing potential conflicts of interest; the brochure notes the owner spends less than 1% of the workweek on insurance sales. The firm also offers ancillary services such as tax‑preparation and bookkeeping, and explicitly discloses conflicts related to recommending IRA rollovers into accounts it manages.