Constant Guidance Financial LLC
Constant Guidance Financial LLC is a fee-only Registered Investment Advisory firm headquartered in North Attleboro, Massachusetts, United States. The firm was founded by Mitch and has at least one employee (the founder himself), focusing on wealth management, customized portfolio management, and personalized financial planning. With over 16 years of investment experience, the firm serves individual investors—both retail and high net worth—by combining institutional investment practices with tailored advice and solutions.
Investment Strategy
Constant Guidance Financial LLC emphasizes personalized financial planning and customized investment portfolios for individuals, focusing extensively on risk management and fundamental analysis. Their approach combines active portfolio management tailored to each client's unique goals, needs, and risk tolerance. Key elements of their strategy include selecting companies with above-average dividends—viewed as a stable source of total return—and maintaining broad diversification with a strong focus on downside protection and capital appreciation. The firm aims to generate superior risk-adjusted returns through active risk management and asset allocation.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY CLASS B | 33.14% | $33.0M | 67,856 | $362.78 | $485.77 | -$1.3M |
S SPY | SPDR S&P 500 ETF | 11.44% | $11.4M | 18,409 | $486.88 | $617.85 | +$310.9K |
P PNC | PNC FINL SERVICES | 4.26% | $4.2M | 22,748 | $186.42 | $186.42 | +$4.2M |
N NFLX | NETFLIX INC | 3.71% | $3.7M | 2,757 | $808.66 | $1339.13 | +$1.5M |
C CB | CHUBB LTD F | 3.25% | $3.2M | 11,167 | $279.32 | $289.72 | +$623.1K |