Arcadia Investment Management Corp/mi
Arcadia Investment Management Corp/MI is an SEC-registered investment advisory firm headquartered in Kalamazoo, Michigan, United States. Founded in 1987, Arcadia has developed into one of the Midwest's leading boutique investment and wealth management firms, serving primarily high-net-worth individuals and families. The firm combines experienced leadership with a commitment to integrity, offering a tailored, consultative approach to investment management. Arcadia employs around 8 professionals and emphasizes client-centric financial planning and portfolio management.
Investment Strategy
Arcadia Investment Management Corp/MI focuses on actively managed, diversified portfolios for clients, primarily high-net-worth individuals and families. Their strategy involves fundamental security analysis, with an emphasis on large-cap equities and key sectors such as technology, healthcare, and consumer staples. The firm’s investment philosophy centers on long-term growth, prudent risk management, and adapting to market opportunities while maintaining a disciplined, client-oriented approach.
Top Holdings
Equity Positions (253)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.55% | $41.0M | 148,665 | $26.54 | $275.65 | +$15.8M |
N NVDA | NVIDIA CORPORATION | 4.78% | $29.9M | 189,315 | $25.33 | $157.99 | +$9.7M |
M MSFT | MICROSOFT CORP | 4.69% | $29.3M | 58,905 | $124.68 | $497.41 | +$7.3M |
P PANW | PALO ALTO NETWORKS INC | 4.55% | $28.4M | 138,968 | $28.99 | $204.64 | +$4.8M |
S SYK | STRYKER CORPORATION | 4.27% | $26.7M | 67,446 | $114.68 | $395.63 | +$1.7M |