Investment Management »

Tortoise provides discretionary investment management primarily to high net-worth families and individuals, and trusts.  

Through ongoing, open discussions with each client, we develop a strategic plan that coordinates their investments into an integrated whole taking into account the client’s specific financial circumstances and needs.

Our investment strategy emphasizes risk management, a conservative, long-term approach, and tax efficiency. We believe it is more important to maximize the probability of having enough money rather than striving to have the most money.

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Wealth Planning Services »

We believe a comprehensive wealth management plan is equally informed by a client’s customized investment strategy as well as other important matters that arise in their life. Whether it is retirement planning, education funding, estate planning or some other topic or important life event, we help our clients make wise decisions. Tortoise often maintains a direct relationship with our clients’ legal and tax advisors.

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