Afg Fiduciary Services Limited Partnership
AFG Fiduciary Services Limited Partnership is a Massachusetts-based SEC-registered investment advisor founded in June 2020 and registered in September 2020. Based in Hingham, MA, the firm offers fiduciary advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. It operates with a small team (around four employees) and serves approximately 120 high net worth individuals and 45 other individual clients, along with a select few business clients.
Investment Strategy
AFG Fiduciary Services Limited Partnership acts as a fiduciary adviser, crafting individualized investment strategies to achieve clients’ goals. The firm follows a holistic approach including establishing investment strategies, formulating strategic asset allocations tailored to each client's objectives, constructing risk-appropriate portfolios, and providing ongoing portfolio management. Their advisory model emphasizes alignment with client objectives, time horizons, financial situations, and risk tolerances, primarily through discretionary management of diverse assets to serve high net worth and retail clients as well as select businesses and retirement accounts.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 18.24% | $31.7M | 453,326 | $543.66 | $666.18 | +$1.8M |
P PULS | PGIM ETF TR | 6.41% | $11.1M | 224,313 | $49.68 | $49.83 | +$1.0M |
M MINT | PIMCO ETF TR | 5.39% | $9.4M | 93,210 | $100.35 | $100.69 | +$177.2K |
Q QQQ | INVESCO QQQ TR | 4.08% | $7.1M | 11,755 | $398.73 | $600.37 | +$622.4K |
I IJH | ISHARES TR | 4.00% | $6.9M | 105,996 | $50.31 | $65.26 | +$268.2K |