Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1.25 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach.
Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones.
Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.