Builder Investment Group Inc. /adv
Builder Investment Group Inc /ADV is a financial advisory and investment management firm headquartered in Atlanta, Georgia, United States. The firm, founded in 1983, manages portfolios primarily for individual investors, high-net-worth clients, charitable organizations, pension/profit sharing plans, and corporations. With 5 employees, 3 of whom are investment personnel, it offers services like portfolio management for individuals, pooled investment vehicles, and institutional clients. The firm serves 569 clients and manages over $750 million in assets.
Investment Strategy
Builder Investment Group Inc /ADV primarily focuses on personalized portfolio management for individuals, high-net-worth clients, pooled vehicles, and institutional clients. Their approach includes managing diversified portfolios, directly trading in client accounts, and providing investment recommendations. The firm utilizes a mix of traditional and pooled investment management strategies, catering to the specific objectives and risk tolerances of its diverse clientele. Their services are typically compensated via a percentage of assets under management and/or fixed fees.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 34.51% | $153.6M | 823,281 | $14.61 | $186.58 | +$21.0M |
D DFAS | DIMENSIONAL ETF TRUST | 4.68% | $20.8M | 304,342 | $52.30 | $68.46 | +$1.6M |
L LLY | ELI LILLY & CO | 4.59% | $20.4M | 26,769 | $365.77 | $763.00 | -$536.0K |
D DFAI | DIMENSIONAL ETF TRUST | 3.90% | $17.4M | 477,958 | $26.14 | $36.35 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.82% | $17.0M | 32,841 | $240.26 | $517.95 | +$654.7K |