Catalyst Financial Partners LLC
Catalyst Financial Partners LLC is an SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 2018, the firm primarily serves high-net-worth individuals, family offices, family businesses, pension and profit-sharing plans, charitable institutions, foundations, endowments, and trusts. The company is owned by managing partners and key personnel, including David C. Porter, and employs approximately 12 professionals, most of whom are investment-focused. Catalyst offers comprehensive wealth management and investment supervisory services and operates nationally.
Investment Strategy
Catalyst Financial Partners provides advisory and wealth management services tailored to each client's investment objectives. The firm allocates assets across a diversified portfolio, primarily focusing on high-net-worth individuals, charitable organizations, and institutional entities. Their approach includes individualized asset allocation, risk management, and investment oversight. The firm acts as a wrap fee program sponsor, integrating holistic financial planning with investment implementation, collaborating with other professionals as needed for client-specific solutions.
Top Holdings
Equity Positions (302)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STT | STATE STR CORP | 30.68% | $281.1M | 2,643,421 | $106.34 | $106.34 | +$281.1M |
I IVV | ISHARES TR | 12.00% | $110.0M | 177,090 | $462.16 | $620.90 | +$16.0M |
I IEFA | ISHARES TR | 5.07% | $46.4M | 556,200 | $66.75 | $83.48 | +$7.0M |
I IJR | ISHARES TR | 3.15% | $28.8M | 263,882 | $102.42 | $109.29 | +$1.9M |
I IJH | ISHARES TR | 2.99% | $27.4M | 441,160 | $52.67 | $62.02 | +$2.5M |