Beese Fulmer Investment Management, Inc.
Beese, Fulmer Investment Management, Inc. (also operating as Beese Fulmer Private Wealth Management) is an SEC-registered, privately held, employee-owned investment adviser headquartered in Canton, Ohio. Founded in 1980, the firm provides personalized, confidential investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a team of investment professionals and support staff, upholding a fiduciary standard while working primarily with high-net-worth individuals and institutional clients.
Investment Strategy
Beese Fulmer Investment Management, Inc. practices a fee-only, client-focused investment strategy grounded in a rational, purposeful approach to wealth accumulation and preservation. The firm provides both discretionary and non-discretionary investment management and tailors strategies to each client's unique needs—including retirement, tax, and estate planning. Its approach includes active management of individual accounts, quality-focused equity strategies, and diversified asset allocation, serving in a fiduciary capacity and avoiding conflicts by not accepting commissions or selling any financial products.
Top Holdings
Equity Positions (283)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.21% | $69.9M | 140,565 | $75.23 | $497.41 | +$19.5M |
A AAPL | APPLE INC COM | 4.87% | $65.3M | 318,445 | $38.06 | $205.17 | -$3.6M |
A AVGO | BROADCOM INC COM | 3.55% | $47.7M | 172,913 | $65.79 | $275.65 | +$18.6M |
A AMZN | AMAZON COM INC COM | 2.95% | $39.6M | 180,562 | $118.21 | $219.39 | +$5.8M |
M MA | MASTERCARD INCORPORATED CL A | 2.81% | $37.7M | 67,042 | $63.56 | $561.94 | +$669.7K |