Assuredpartners Investment Advisors, LLC
AssuredPartners Investment Advisors, LLC is a registered investment adviser headquartered in Tampa, Florida. Established in 2020, it is a subsidiary of AssuredPartners Capital, Inc., and specializes in providing retirement plan advice, fiduciary consulting, investment monitoring, benchmarking, and educational services primarily to corporate plan sponsors. The firm operates with a staff of experienced financial professionals dedicated to improving retirement outcomes for employees and supporting plan sponsors with compliance, plan design, and investment oversight. As of mid-2024, the firm manages investment portfolios for both high net worth and other individual clients, with the majority of its client base comprised of retirement plan sponsors and individual investors.
Investment Strategy
AssuredPartners Investment Advisors, LLC primarily focuses on serving retirement plan sponsors, offering services that include fiduciary and consulting support, investment due diligence and monitoring, plan benchmarking, investment policy assistance, and employee education. Their approach emphasizes helping plan sponsors fulfill regulatory requirements, manage and mitigate fiduciary risk, and provide competitive, cost-effective employee benefits. The firm's investment philosophy centers on enhancing the retirement readiness of employees through prudent plan design, ongoing monitoring, and an emphasis on transparency and education for both sponsors and participants. They provide research-driven recommendations on investment options and manager selection, with ongoing involvement in plan and committee governance.
Top Holdings
Equity Positions (258)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBCG | FIDELITY COVINGTON TRUST | 5.02% | $22.6M | 420,506 | $46.01 | $53.66 | +$2.9M |
F FDVV | FIDELITY COVINGTON TRUST | 4.64% | $20.9M | 374,352 | $50.14 | $55.71 | +$2.1M |
V VOO | VANGUARD INDEX FDS | 4.35% | $19.6M | 31,948 | $568.47 | $612.38 | +$1.9M |
S SPTM | SPDR SERIES TRUST | 4.29% | $19.3M | 239,102 | $75.14 | $80.65 | +$2.2M |
X XMMO | INVESCO EXCHANGE TRADED FD T | 3.22% | $14.5M | 107,077 | $127.55 | $135.23 | +$1.8M |