Bos Asset Management, LLC
BOS Asset Management, LLC is an SEC-registered investment adviser headquartered in Springfield, Illinois. The firm was founded in 2011 and provides investment advisory services to individuals, high net worth individuals, charitable organizations, insurance companies, and corporations. It currently employs approximately 12 professionals, most focused on investment management and client advisory roles. BOS Asset Management operates primarily in the United States and serves a broad range of clients seeking personalized portfolio management and financial guidance.
Investment Strategy
BOS Asset Management employs a diversified investment approach, managing portfolios composed primarily of equities, ETFs, mutual funds, and fixed income securities. The firm emphasizes active asset allocation and risk management based on client objectives, with a focus on long-term capital appreciation and capital preservation. Their investment strategy is tailored for individuals and institutional clients, using discretionary and non-discretionary management to meet different financial goals.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Y YEAR | AB ACTIVE ETFS INC | 12.86% | $45.6M | 900,406 | $50.55 | $50.68 | +$3.6M |
T TLT | ISHARES TR | 5.42% | $19.2M | 215,080 | $94.03 | $89.37 | +$807.4K |
S SPY | SPDR S&P 500 ETF TR | 5.00% | $17.7M | 26,633 | $526.88 | $666.18 | +$1.5M |
D DFLV | DIMENSIONAL ETF TRUST | 3.40% | $12.1M | 366,764 | $30.02 | $32.90 | +$1.2M |
I IUSG | ISHARES TR | 3.33% | $11.8M | 71,862 | $121.98 | $164.54 | +$879.9K |