Archford Capital Strategies, LLC
Archford Capital Strategies, LLC is a registered investment advisor offering comprehensive investment management and advisory services to individuals (including high net worth), trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm acts as a fiduciary under ERISA for certain clients, providing investment strategy development, investment policy statement design, ongoing investment monitoring, and recommendation services. Archford employs fundamental and technical analysis, with asset allocation strategies loosely based on Modern Portfolio Theory, utilizing research from multiple sources including financial media, third-party reports, and company filings.
Investment Strategy
Fundamental and technical analysis; asset allocation based on Modern Portfolio Theory; research from financial media, third-party reports, and company filings; focus on economic and business indicators to assess investment suitability.
Top Holdings
Equity Positions (316)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 4.44% | $37.3M | 426,990 | $68.82 | $87.31 | +$5.8M |
M MSFT | MICROSOFT CORP | 3.87% | $32.5M | 62,792 | $213.89 | $517.95 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 3.42% | $28.8M | 154,113 | $75.39 | $186.58 | +$4.4M |
A AAPL | APPLE INC | 3.10% | $26.0M | 102,301 | $125.74 | $254.63 | +$5.2M |
I IEMG | ISHARES INC | 2.89% | $24.3M | 368,338 | $58.97 | $65.92 | +$10.0M |