Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC is an independent, fee-only investment adviser registered in Ohio, headquartered in Dayton. Founded in 2017, the firm specializes in comprehensive retirement planning and investment management for individuals, high-net-worth clients, pension and profit sharing plans, charitable organizations, and businesses. With a small team of 6-7 employees, Anderson Financial Strategies serves primarily U.S.-based clients utilizing a client-focused and fiduciary approach.
Investment Strategy
Anderson Financial Strategies employs a diversified portfolio approach, utilizing a combination of exchange-traded funds (ETFs), mutual funds, and customized financial planning to meet the unique goals of individual and institutional clients. The firm emphasizes retirement planning, risk management, and long-term growth, building portfolios to align with each client’s objectives, risk tolerance, and time horizon. They primarily serve individuals, high-net-worth individuals, pension and profit sharing plans, with a focus on objective, fee-only fiduciary advice. Their portfolios are constructed with broad asset allocation principles, drawing on domestic and international equity, fixed income, and alternative strategies when appropriate.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WTV | WISDOMTREE TR | 12.36% | $19.3M | 223,687 | $83.50 | $86.40 | +$1.0M |
Q QGRO | AMERICAN CENTY ETF TR | 9.93% | $15.5M | 142,255 | $109.12 | $109.12 | +$15.5M |
F FENI | FIDELITY COVINGTON TRUST | 9.09% | $14.2M | 427,257 | $29.82 | $33.26 | +$1.7M |
I IAGG | ISHARES TR | 6.77% | $10.6M | 207,079 | $49.92 | $51.09 | -$363.1K |
S SKOR | FLEXSHARES TR | 6.13% | $9.6M | 196,345 | $47.76 | $48.78 | -$358.6K |