INVESTMENT MANAGEMENT

Personalized investment management using Stocks, Bonds, ETFs, Mutual Funds, U.S. Treasury Bonds, Municipal Bonds, Corporate Bonds, & Cash Management Solutions through Fidelity Investments.

We offer high-quality research and data, direct access to Fidelity Investment Custodial Services, and personalized ongoing portfolio development, strategy, and management to align your investments with your unique goals while mitigating risk.

THE PROCESS

  • Develop a strategy to potentially meet your objectives, risk tolerance, and liquidity needs.

  • Implement your strategy through transactions, if required.

  • Provide ongoing review and management of your accounts.

FEES & EXPENSES

Fees vary from 0.25% to 1%, depending on the assets under management.

FIDELITY INVESTMENTS

All assets managed by Tomolonis Financial LLC are held at Fidelity Clearing & Custody Solutions. Woodstock Wealth Management, Inc., clears through Fidelity Clearing & Custody Solutions. Fidelity is headquartered in Boston, MA, and has several regional centers across the United States. It offers an extensive clearing and custody platform.

As an investment management client, you must provide us with discretionary trading authorization, which means we will make buy-and-sell decisions regarding your securities and investments.