Chris Tobe, CFA, CAIA, is a seasoned investment advisor, consultant, and litigation expert with a wealth of experience in the financial industry. With a career spanning decades, Chris has earned a reputation for his insightful guidance and expertise in investment management, pension fund analysis, and litigation consulting. Renowned for his in-depth knowledge of complex financial matters, Chris provides invaluable advice to clients, offering strategic insights and solutions tailored to their specific needs. Whether advising institutional investors, pension funds, or attorneys involved in investment litigation, Chris Tobe is dedicated to delivering exceptional service and achieving optimal outcomes for his clients.

Services

Individual and Do-it-Yourself Investors

Whether you’re just starting your investment journey or managing your portfolio independently, our hourly advice service provides personalized guidance tailored to your unique financial goals. From investment strategy development to portfolio reviews and risk management, our experts are here to support you every step of the way, helping you make informed decisions and navigate the complexities of the market with confidence.

LEARN MORE

Institutional Investors and 401(k) Plan Sponsors

Empower your institutional investment strategies with our tailored hourly advice service. Designed for 401(k) plan sponsors, pension funds, endowments, and other institutional investors, our expert consultants offer comprehensive guidance on portfolio management, asset allocation, performance analysis, and regulatory compliance. With a focus on maximizing returns and minimizing risk, we help institutions optimize their investment strategies and achieve their long-term financial objectives.

LEARN MORE

Expert Investment Consulting for Litigation

In the complex landscape of litigation involving investment matters, our hourly advice service provides attorneys with access to seasoned investment consulting experts. Whether you’re representing clients in disputes related to securities fraud, fiduciary duty breaches, or investment mismanagement, our consultants offer invaluable insights and expert testimony to strengthen your case. From conducting thorough investment analysis to providing expert witness testimony, we assist attorneys in building compelling arguments and achieving favorable outcomes for their clients.

LEARN MORE