TomChaney Investment Services, Inc.

The firm provides discretionary asset-management and portfolio-management services to individual and high-net-worth clients, managing approximately $30.7 million across 39 client accounts. It delivers one-on-one advice through interviews and questionnaires and uses a third‑party custodian relationship for trade execution and account custody.

The investment approach combines Modern Portfolio Theory with fundamental and technical analysis to build diversified allocations across mutual funds, ETFs, equities, fixed income and options, including covered‑call strategies; cash is explicitly treated as an asset class and may be adjusted defensively. Portfolios are managed on a discretionary basis and the firm notes it will accommodate special situations (low‑basis stock, legacy holdings, stock options, tax considerations) and client‑imposed restrictions.

Noteworthy aspects include a single‑advisor, long‑established practice with a lead adviser who has a counseling psychology background, a relatively small client base that results in a comparatively high assets‑per‑client profile, and a practice-level choice not to vote client proxies (clients retain voting responsibility). The firm also provides on‑demand aggregate performance reporting and emphasizes individualized portfolio oversight rather than participation in wrap fee programs.