American Financial & Tax Strategies Inc.
American Financial & Tax Strategies, Inc. is a private wealth management firm headquartered in New York, NY. Founded in 1993, it is a registered investment adviser serving clients primarily in New York and the surrounding communities. The firm focuses on providing prudent, process-based financial advice and tax strategies to individual investors, emphasizing intelligent decision-making about money. It is a small, boutique advisory serving personalized client needs with a primary emphasis on wealth management.
Investment Strategy
American Financial & Tax Strategies, Inc. employs a prudent, process-oriented wealth management approach tailored to the needs of individual investors. The firm integrates tax strategy with investment advice, seeking to optimize clients' financial outcomes through customized planning and disciplined portfolio management. Their philosophy centers on making intelligent decisions about money, combining active portfolio oversight with tax efficiency for long-term client success.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BNDX | VANGUARD CHARLOTTE FDS | 5.57% | $11.2M | 225,515 | $49.34 | $49.46 | +$324.9K |
X XSOE | WISDOMTREE TR | 4.93% | $9.9M | 260,598 | $28.96 | $37.94 | +$415.1K |
V VONG | VANGUARD SCOTTSDALE FDS | 4.85% | $9.7M | 80,650 | $78.02 | $120.50 | +$456.3K |
S SPYV | SPDR SERIES TRUST | 4.09% | $8.2M | 148,075 | $47.57 | $55.33 | +$314.3K |
M MGK | VANGUARD WORLD FD | 3.50% | $7.0M | 17,417 | $260.76 | $402.42 | +$350.5K |