Creative Financial Designs Inc. /adv
Creative Financial Designs, Inc. (CFD) is a Registered Investment Adviser founded in 1982 and headquartered in Kokomo, Indiana. The firm specializes in investment management and financial planning and serves a nationwide network of financial advisers, supporting individual, family, and business clients with tailored solutions for wealth management, strategic financial planning, and long-term asset growth. It is committed to integrity, innovation, and personalized service, with a founding mission to provide values-based guidance. CFD and its affiliated entities oversee roughly $7 billion in total client assets and are known for fostering strong adviser relationships and industry innovation. The firm employs fewer than 25 people and serves financial professionals and their clients across all 50 U.S. states.
Investment Strategy
Creative Financial Designs, Inc. utilizes a comprehensive investment management approach that emphasizes customized solutions for each client's financial needs. The firm blends industry expertise with a personalized approach, leveraging diverse managed account platforms, rigorous portfolio construction, and ongoing financial planning. Their investment philosophy is grounded in fiduciary responsibility, integrity, and the promotion of long-term success. The firm offers a range of investment products—including individual securities, ETFs, and mutual funds—selected to match clients' unique goals, often supporting advisers in developing diversified portfolios. Recent innovations include tax-wise strategies and continuous review of market opportunities, focusing on risk management and steady, values-driven growth.
Top Holdings
Equity Positions (1,949)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR PORTFOLIO S&P 500 VALUE ETF | 2.97% | $41.3M | 789,159 | $42.81 | $52.34 | +$979.0K |
V VTV | VANGUARD VALUE ETF | 2.88% | $40.0M | 226,274 | $136.69 | $176.74 | +$8.3M |
V VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 2.22% | $30.8M | 387,411 | $78.19 | $79.50 | -$578.3K |
V VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2.20% | $30.6M | 280,438 | $65.00 | $109.20 | -$5.9M |
S SPTS | SPDR PORTFOLIO SHORT TERM TREASURY ETF | 1.89% | $26.3M | 897,060 | $28.87 | $29.29 | -$771.6K |