Carl P. Sherr & Co. LLC
Carl P. Sherr & Co., LLC is an independent, fee-only Registered Investment Advisor based in Worcester, Massachusetts. The firm was founded over 55 years ago and specializes in comprehensive wealth management and investment advisory services for individuals and families. The firm employs approximately 6 people, operating as a fiduciary with a client-first approach, serving primarily retail and high-net-worth individuals.
Investment Strategy
Carl P. Sherr & Co., LLC provides plan-centered wealth management, developing individualized, comprehensive financial plans for each client and building diversified, disciplined, and long-term investment portfolios. As an independent firm, they select investments free from conflicts of interest, focusing on equities, exchange-traded funds, mutual funds, bonds, and annuities. Their process includes ongoing monitoring and periodic client reviews, with the flexibility to manage assets on both discretionary and non-discretionary bases, aiming for unbiased, objective solutions that reflect each client's goals, risk tolerance, and life circumstances.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 7.77% | $15.4M | 139,624 | $53.83 | $110.10 | +$2.0M |
I IUSV | ISHARES TR | 6.39% | $12.6M | 133,509 | $68.01 | $94.63 | +$364.9K |
I IGIB | ISHARES TR | 5.22% | $10.3M | 193,663 | $50.88 | $53.29 | -$150.4K |
A AAPL | APPLE INC | 4.98% | $9.9M | 48,039 | $175.46 | $205.17 | -$886.4K |
I IXUS | ISHARES TR | 4.85% | $9.6M | 124,003 | $64.13 | $77.31 | +$1.0M |