Amara Financial, LLC.
Amara Financial, LLC is a privately held, boutique Registered Investment Adviser headquartered in San Francisco, CA. Founded by experienced financial planners, the firm provides high-touch, fiduciary-centered financial planning and investment management services. Amara Financial serves a diverse base of individuals and high net worth clients, as well as pension and profit-sharing plans. The firm has 3 employees, with expertise ranging from certified financial planning to client service administration, and emphasizes a personalized, holistic approach to managing clients' financial well-being.
Investment Strategy
Amara Financial, LLC delivers comprehensive, highly personalized financial planning and investment management tailored to clients' unique goals and circumstances. The firm employs a fiduciary standard, focusing on holistic planning rather than one-size-fits-all formulas. Their approach includes thorough inquiry into clients’ broader life and financial goals, collaboration with a carefully selected network of external experts when needed, and a commitment to ongoing education and proactive service. Investment management is barbelled by individually managed portfolios and a focus on risk-adjusted growth, serving especially individuals, high net worth individuals, and pension plans.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 20.90% | $23.7M | 64,799 | $322.86 | $366.17 | +$1.8M |
V VIG | VANGUARD SPECIALIZED FUNDS | 14.50% | $16.5M | 80,453 | $198.03 | $204.67 | +$1.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 12.67% | $14.4M | 252,377 | $51.92 | $57.01 | +$1.5M |
V VO | VANGUARD INDEX FDS | 6.33% | $7.2M | 25,675 | $263.75 | $279.83 | +$81.9K |
S SCHG | SCHWAB STRATEGIC TR | 6.22% | $7.1M | 241,854 | $27.22 | $29.21 | +$3.6M |