Toner Asset Management Group, Inc.

The firm serves a small roster of individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, providing investment supervisory services, financial planning, consulting, and family office support. As a single-advisor independent practice, it manages roughly $73.6 million across 23 client relationships and delivers discretionary portfolio management alongside standalone planning engagements.

The firm’s process emphasizes individualized portfolios and ongoing monitoring, with investment discretion for supervisory clients and the ability to accept client-directed restrictions where practicable. It employs a blend of fundamental, technical, and cyclical analysis and implements a wide range of strategies—including long- and short-term positions, margin trading, options (covered and uncovered), and short sales—while maintaining conservative cash-management practices for fee administration.

Distinctive for a solo independent adviser, the firm provides institutional-style and family office services (estate-plan diagnostics, trustee/beneficiary education, and philanthropic coordination), a service mix that is less common among peers. The brochure discloses the principal’s significant outside executive role with a portfolio company (including a disclosed time commitment and potential conflict), and the firm states policies for managing conflicts and requires adherence to a Code of Ethics.