Ambassador Advisors, LLC
Ambassador Advisors, LLC is a registered investment advisory firm headquartered in Lancaster, Pennsylvania. Founded in 1990, the firm provides financial planning, investment management, and advisory services, notably with a faith-based approach aimed at individuals, families, nonprofits, and ministries. The team offers personalized wealth management and financial stewardship, seeking to align investment strategies with Christian values. Ambassador Advisors employs a staff of around 30 professionals qualified to serve diverse client needs in portfolio management, retirement, and legacy planning.
Investment Strategy
Ambassador Advisors, LLC primarily invests client accounts in mutual funds, with a historical emphasis on portfolio management and financial planning. The firm’s approach is faith-informed, aiming to balance traditional investment strategies—such as diversified fund selection for long-term growth and risk management—with values-based guidance for stewardship. Past SEC litigation highlighted issues with mutual fund share class selection; the firm had selected share classes that paid 12b-1 fees, impacting cost efficiency for clients. Ambassador Advisors claims dedication to acting in clients' best interests, seeking best execution and full disclosure, now emphasizing transparent practices following SEC oversight.
Top Holdings
Equity Positions (259)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBD | NORTHERN LTS FD TR IV | 5.45% | $35.1M | 1,463,000 | $24.15 | $24.01 | +$1.2M |
G GLRY | NORTHERN LTS FD TR IV | 3.99% | $25.7M | 780,883 | $24.40 | $32.94 | +$3.3M |
E ELCV | STRATEGY SHS | 3.58% | $23.1M | 907,915 | $24.76 | $25.40 | +$1.7M |
A AGZ | ISHARES TR | 3.31% | $21.4M | 194,717 | $107.61 | $109.70 | +$1.2M |
W WWJD | NORTHERN LTS FD TR IV | 3.28% | $21.1M | 616,831 | $23.90 | $34.27 | +$2.1M |