Torray Investment Partners provides investment management services to individuals, high-net-worth clients, pension plans, and other organizations. Founded in 1972 and employee-owned, the firm specializes in fundamental bottom-up research, managing concentrated portfolios typically holding 20 to 30 stocks. Their core strategies include large-cap growth, small/mid-cap growth, and equity income, aiming for long-term capital appreciation and dividend growth through investments in durable businesses with competitive advantages. Torray also manages an open-end mutual fund and provides model portfolios to unified managed account programs.
Assets Under Management$750M
Clients549
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fees are negotiable. Related accounts within the same household are aggregated for breakpoint discounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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