Toews Corporation

Financial Advisor in Linwood, NJ

Firm Info
Address: 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone: (877) 863-9726

Firm Size
Assets Under Management: $1.3 billion
# of Advisors: 17
# of Clients: 278
Client to Advisor Ratio: 16:1
Average Account Size: $4.5 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Toews Corporation Overview

TOEWS CORPORATION is a fee-based investment advisory firm that has been operating since 1994. The firm is headquartered in Northfield, NJ, and provides investment advice to individuals, businesses, and institutional clients. TOEWS CORPORATION is a commodity pool operator/advisor, which means it is authorized to manage pooled investment funds for its clients. The firm is also a seller of additional financial products, which can help investors diversify their portfolios. TOEWS CORPORATION offers a range of services, including portfolio management for individuals and small businesses. The firm also provides portfolio management services for investment companies and businesses that require customized investment solutions. In addition, TOEWS CORPORATION offers educational seminars and workshops to help its clients better understand the investment landscape and make informed investment decisions. As a fee-based advisory firm, TOEWS CORPORATION charges its clients a fee based on the value of the assets it manages. This fee structure ensures that the firm's interests are aligned with those of its clients, as it only makes money if its clients' investments perform well. Overall, TOEWS CORPORATION provides comprehensive investment solutions that are tailored to the needs of each individual client, making it an excellent choice for investors seeking personalized investment advice.

, hourly , flat fee TOEWS CORPORATION offers a diverse range of services tailored to meet the unique needs of their clients, which include individuals, high net worth individuals, investment companies, charitable organizations, and other corporation types not listed. Each client receives personalized attention and comprehensive support from a team of seasoned professionals, who expertly navigate the complexities of the financial industry to deliver optimal results. TOEWS CORPORATION offers a variety of fee structures, including a percentage of assets under management (AUM), hourly rate, and flat fee. Their experienced team is dedicated to maximizing clients' returns and achieving their financial goals while minimizing risk and ensuring compliance with regulatory requirements. Clients can trust TOEWS CORPORATION to provide the guidance and support they need to achieve long-term financial success.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for TOEWS CORPORATION states that there is an initial suggested minimum account size of $25,000 for each strategy offered through Synthesis Investments. However, a client wishing to invest in two different strategies is required to maintain a suggested minimum account of $50,000 or to make an initial deposit. The minimum account size is negotiable under certain circumstances, but no other information is provided about the investment minimum for this firm.

How This Office Can Help Linwood, NJ Residents

Toews Corporation is a financial advisory firm that offers a range of services to clients in Linwood, NJ, including investment management, financial planning, and retirement planning. The company uses a personalized approach to help clients achieve their financial goals. They work closely with each individual to create customized strategies that are designed to meet their unique needs and help them navigate the complexities of the financial world. Residents of Linwood, NJ, face a variety of financial challenges, such as saving for retirement, managing debt, planning for the future, and budgeting for everyday expenses. Toews Corporation offers expert guidance and support to help clients address these issues and achieve financial stability. Whether a client is a young professional just starting out or a retiree looking to preserve assets, Toews Corporation has the knowledge and experience to assist them in navigating their financial journey.

To view the Minimum Investment and Fee Schedule for Toews Corporation, visit their Part 2 Brochure.

Services Offered by Toews Corporation

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Toews Corporation most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone (877) 863-9726
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1750 ZION ROAD, SUITE 201, NORTHFIELD, NJ 08225-1844, United States

This firm has no other locations.

State Registrations

Toews Corporation is registered to service clients in the following states:

  • California
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Indiana
  • Kansas
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington

Disciplinary History

Toews Corporation does not have any disclosures. Please visit it's Form ADV for more details.