Brucke Financial, Inc.
Brucke Financial, Inc. is a registered investment adviser and financial planning firm headquartered in Teutopolis, Illinois, with an additional office in Indianapolis, Indiana. Founded in 2017 by Andrew James Hawickhorst, the firm offers portfolio management services, financial planning, pension consulting, and insurance solutions for individuals, small businesses, and agricultural clients. Brucke Financial supports each client's individual goals and risk tolerance, providing tailored investment and retirement solutions. The firm generally serves clients in the Midwest and has a relatively small, close-knit staff serving approximately 86 client funds as of the last filing.
Investment Strategy
Brucke Financial, Inc. provides ongoing portfolio management and financial planning services, constructing individualized investment policy statements for each client based on their goals, risk tolerance, and time horizons. The firm uses asset allocation and selection strategies tailored to client-specific needs and provides regular monitoring and adjustment. Additional services include pension consulting for small businesses and succession planning for agricultural clients. Brucke maintains a fiduciary standard and primarily acts on a discretionary basis for portfolio transactions, leveraging a personalized, relationship-driven approach for comprehensive financial advice.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 4.17% | $6.0M | 72,333 | $80.39 | $82.92 | +$342.5K |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.12% | $5.9M | 99,041 | $58.09 | $59.81 | +$278.2K |
N NVDA | NVIDIA CORPORATION | 3.43% | $4.9M | 31,270 | $130.19 | $157.99 | +$1.3M |
S SCHC | SCHWAB STRATEGIC TR | 3.21% | $4.6M | 108,578 | $34.33 | $42.59 | +$406.5K |
A AMZN | AMAZON COM INC | 2.94% | $4.2M | 19,278 | $218.47 | $219.39 | +$612.2K |