Togwotee CIO is a registered investment advisor founded in January 2021 and based in Beverly Hills, California, with leadership from R. Brendt Stallings. The firm specializes in managing custom investment portfolios on a discretionary basis, meaning they make trades on your behalf without needing your approval for every single transaction. Their primary investment approach uses strategic and tactical asset allocation designed to reduce risk and improve performance. Togwotee CIO works with a wide range of securities, including exchange-listed stocks, exchange-traded funds, mutual funds, corporate debt, municipal securities, government bonds, options, futures, and private partnership interests. In addition to individual portfolio management, the firm offers outsourced chief investment officer services. Togwotee CIO tailors its advisory services to each client's specific needs, investment objectives, and restrictions. The firm emphasizes risk management, utilizing fundamental, technical, and cyclical analysis methods, and can employ cash positions or tactical selling to help protect portfolios against market downturns.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.40% to 1.00% per annum depending on the investment strategy and account size. Fees are negotiable at Togwotee CIO's sole discretion. Alternatively, fixed fees of up to $100,000 per year may be negotiated.