Armbruster Capital Management, Inc.
Armbruster Capital Management, Inc. is a boutique, SEC-registered investment advisory and wealth management firm founded in 2009, headquartered in Pittsford, NY. The firm serves individual investors, institutions, and retirement plans (including 401(k)/403(b)), offering personalized financial planning and investment management services. They are known for providing individualized service backed by an evidence-based approach and have a team of fewer than 10 employees to deliver tailored strategies to their clients.
Investment Strategy
Armbruster Capital Management focuses on maximizing clients' net investment returns—returns after trading costs, fees, and taxes—by employing evidence-based portfolio management strategies. The firm emphasizes minimizing unnecessary costs and taxes, aiming to help clients keep the majority of their returns. In addition to portfolio management, it provides financial planning, reviews clients' overall financial pictures, and makes comprehensive recommendations tailored to each client’s needs. The firm is fee-only and manages portfolios for individuals, high net worth investors, charities, and retirement plans.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VFVA | VANGUARD WELLINGTON FD | 9.29% | $54.6M | 427,773 | $59.30 | $127.54 | +$4.5M |
M MTUM | ISHARES TR | 9.21% | $54.1M | 211,106 | $100.55 | $256.45 | +$4.1M |
S SPLV | INVESCO EXCH TRADED FD TR II | 6.03% | $35.4M | 482,394 | $57.51 | $73.48 | +$2.0M |
R RPV | INVESCO EXCHANGE TRADED FD T | 5.96% | $35.0M | 352,622 | $68.61 | $99.38 | +$1.8M |
Q QUAL | ISHARES TR | 5.40% | $31.7M | 163,028 | $102.70 | $194.50 | +$2.4M |