Adaptive Financial Consulting, LLC
Adaptive Financial Consulting, LLC is an independent registered investment adviser headquartered in Beachwood, Ohio. Founded in 2017, the firm provides financial planning and investment advisory services, primarily serving individuals, high-net-worth individuals, and pension/profit sharing plans. With approximately 8-9 employees, the firm focuses on personalized wealth management and tailored investment solutions for its diverse client base.
Investment Strategy
Adaptive Financial Consulting, LLC employs a diversified investment approach with a focus on long-term growth and risk management. The firm constructs portfolios leveraging a mix of exchange-traded funds (ETFs), mutual funds, and individual securities, balancing both equity and fixed income exposure according to client objectives. Their philosophy prioritizes disciplined asset allocation, regular rebalancing, and tax-efficient investment strategies, catering to the unique needs of individuals, high-net-worth clients, and retirement plan participants.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 21.65% | $51.8M | 522,645 | $107.41 | $99.20 | -$428.8K |
V VCSH | VANGUARD SCOTTSDALE FDS | 12.71% | $30.4M | 382,843 | $78.55 | $79.50 | -$3.8M |
I IVV | ISHARES TR | 11.22% | $26.9M | 43,273 | $434.36 | $620.90 | +$2.5M |
U USMV | ISHARES TR | 8.40% | $20.1M | 214,385 | $67.32 | $93.87 | -$305.4K |
I IVW | ISHARES TR | 8.00% | $19.2M | 173,949 | $53.72 | $110.10 | +$2.1M |