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Torray Investment Partners LLC

Headquartered in BETHESDA, MD

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Firm Information

Torray Investment Partners LLC is an investment advisor headquartered in Bethesda, MD. The firm primarily provides portfolio management services for individuals, businesses, and investment companies, managing approximately $657.2 million in assets. They specialize in customized investment strategies tailored to individual client needs and have a strong track record of delivering exceptional results.

Torray Investment Partners LLC

7501 WISCONSIN AVENUE

BETHESDA, MD 20814-6523

$657.26M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TORRAY INVESTMENT PARTNERS LLC has a total of 2 branch locations across the country.
location

BETHESDA, MD

location

Naples, FL

Advisors at Torray Investment Partners LLC

View All 5 Advisors
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Shawn Michael Hendon

CFA®, RA

BETHESDA, MD

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Jeffrey Douglas Lent

RA

Naples, FL

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James David Bailey

CFA®, RA

BETHESDA, MD

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Unclaimed
Brian Roland Zaczynski

CFA®, RA

BETHESDA, MD

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Letitia Breckenridge Scalise

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Torray Investment Partners LLC.

Frequently Asked Questions (8)

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