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Tortoise Investment Management, LLC, based in White Plains, US, offers discretionary investment and wealth planning for affluent clients.
Tortoise Investment Management, LLC offers discretionary investment management and wealth planning to high net-worth families, individuals, and trusts, mainly in the United States. Its strategies are built around each client's goals, with attention to risk management, long-term sustainability, and tax efficiency, and it also supports retirement, education, and estate planning. Fee-based agreements cover management fees on assets and advisory fees for planning. Headquartered in White Plains, US, the firm was acquired in October 2017 by a consortium led by Lovell Minnick Partners, with the transaction completed in January 2018.
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