|
Manager Overview
|
|
White River Capital Management LLC ("White River") is a fee-only investment advisor, based in Stamford, CT. The firm is completely independent and specializes in managing investment accounts for individuals and institutions. |
|
Experience & Disclosure
|
|
Firm CRD Number:
|
151254 |
|
Work Experience:
|
The firm was founded by Tome Tomaj, its CIO. Tome has over 10 years of experienced in the investment management and private equity industries. After working in the investment management industry and near the “Wall Street Machine”, he saw the need for high quality investment advisors who provide unbiased, independent and conflict free investment advisory services that individuals and institutions were not getting at many of the large investment management firms. Central to our mission is our belief in high quality investment management services that put the client first. As a fiduciary, White River prides itself in providing high quality investment management services that are in the best interests of our clients.
Tome studied Finance at the Fairfield University Dolan School of Business. After graduating from Fairfield, Tome joined Mercury Partners LLC in 2002, as an investment analyst. Mercury operated as a real estate investment management firm. In 2004, Tome was promoted to Associate at Mercury and worked as a buy-side securities analyst focusing on REITs and other publicly-traded real estate companies.
Following this, Tome joined Babcock & Brown LP (2005-2008). Babcock & Brown LP was an international investment and advisory firm with offices in over 15 countries, headquartered in Sydney, Australia. Tome joined as an analyst within the company’s North American Real Estate Group, where he worked on the analysis, acquisition and asset management of institutional quality real estate. In 2009 Tome began managing his own portfolio of investments and formed White River Capital Management LLC and is the firm’s Chief Investment Officer and 100% owner.
|
|
Academic Background:
|
Tome studied Finance and Economics at Fairfield University Dolan School of Business and graduated with a Bachelor of Science Degree in Finance. |
|
Services
|
|
Types of Investments:
|
Specialize in ETFs. |
|
Qualifications
|
|
Certifications, Accreditations and Designations:
|
Series 65 Designation |
|
Number of Advisors in Office:
|
1 |
|
Advisor's Number of Clients:
|
5 |
|
Assets Managed by Advisor:
|
5,000,000 |
|
Compensation
|
|
New Client Minimum Portfolio Size:
|
100,000 |
|
Fee:
|
1.5% |
|
Money Manager Articles
|
Do you Know the Difference between an Investment Advisor and a Broker? - 02/19/2010
|
