Costello Asset Management, Inc.
Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm based in Feasterville, Pennsylvania. Founded in 2011, the firm provides comprehensive investment management and financial planning services for individuals, families, businesses, estates, and non-profits. With a dedicated team of 3-4 employees, Costello Asset Management focuses on personalized strategies, fiduciary advice, and a client-centered approach to help their clients achieve long-term financial goals.
Investment Strategy
Costello Asset Management designs customized investment strategies for each client based on a thorough understanding of their financial situation, goals, income needs, risk tolerance, and time horizon. The firm provides individualized portfolio account management, focusing on asset allocation, diversification, and ongoing monitoring to address objectives such as income, growth, retirement planning, estate planning, and education funding. As a fee-based registered investment adviser, Costello Asset Management does not earn commissions on products, ensuring an alignment of interests with clients and a strong commitment to client service and satisfaction.
Top Holdings
Equity Positions (677)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.02% | $24.0M | 109,409 | $175.62 | $219.39 | +$2.3M |
M MSFT | MICROSOFT CORP | 6.92% | $18.4M | 37,013 | $288.93 | $497.41 | +$4.3M |
A AAPL | APPLE INC | 6.90% | $18.4M | 89,485 | $214.28 | $205.17 | -$6.3M |
N NVDA | NVIDIA CORPORATION | 6.32% | $16.8M | 106,418 | $109.34 | $157.99 | +$4.0M |
G GOOGL | ALPHABET INC | 4.42% | $11.8M | 66,738 | $138.24 | $176.23 | +$1.4M |