Tonge Investments

Tonge Investment Services provides discretionary investment advice and portfolio management for separately managed accounts, including individuals, pension plans, trusts and retirement accounts. The firm is a small supported RIA with roughly $48 million in assets under management, two advisors and about 236 client accounts.

The firm’s process is centered on technical analysis—primarily point-and-figure charting and relative-strength measures—to guide allocations among individual equities, mutual funds, ETFs, leveraged (geared) ETFs and bonds, and to time moves into cash. Accounts are managed after detailed client interviews to determine objectives and risk tolerance, and the firm may move to significant cash positions or adjust allocations based on its technical signals.

Noteworthy for a firm of this size, Tonge uses borrowing/margin and derivatives in separately managed accounts, including leveraged ETFs and a covered‑call program (the “T24” options program) that typically sells calls with expirations from one week to three months and occasionally up to a year. The firm is long‑tenured with a small team, recently added an adviser with a background in intelligence and political analysis, distributes a monthly newsletter with client statements, and asks clients to retain proxy‑voting authority rather than voting proxies on their behalf.