Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC is an independent investment management and financial planning firm headquartered in Portland, Maine. Founded in 2007, the firm provides asset management and financial planning services with a client-centric approach, emphasizing personalized solutions. As of 2025, Bigelow manages over $450 million in assets for more than 300 families and institutions, primarily in Maine and the Northeastern US. The firm employs a team of 8 professionals, several with advanced degrees and certifications, and serves individuals (including high net worth clients), pension plans, and charitable organizations.
Investment Strategy
Bigelow Investment Advisors, LLC provides fee-based discretionary and non-discretionary portfolio management alongside financial planning tailored to each client's unique needs and objectives. The firm's approach centers on asset allocation, diversification, and risk management informed by client-specific investment goals and risk tolerances, determined through financial projections, historical risk/return analysis, and advisor consultation. Bigelow emphasizes a fiduciary standard, offering ESG (environmental, social, governance) options and comprehensive planning services designed to foster long-term client relationships and trusted outcomes.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.61% | $16.4M | 24,494 | $381.86 | $669.30 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 5.03% | $12.5M | 18,731 | $268.47 | $666.18 | +$400.2K |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.44% | $11.0M | 50,987 | $119.23 | $215.79 | +$543.6K |
I IAU | ISHARES GOLD TR | 4.18% | $10.4M | 142,474 | $42.88 | $72.77 | +$2.0M |
A AAPL | APPLE INC | 2.81% | $7.0M | 27,346 | $69.39 | $254.63 | +$1.2M |