Dahring | Cusmano LLC
Dahring | Cusmano LLC is a Michigan-based investment advisory and wealth management firm headquartered in Troy, MI. Founded in 1964, they provide comprehensive services including financial planning, retirement planning, 401(k) administration, investment management, and insurance solutions to individuals and businesses. The firm positions itself as a fiduciary partner focused on financial wellness and long-term client relationships, with a strong emphasis on personalized service and strategic planning for retirement and wealth accumulation. They serve thousands of clients with a team of financial advisors and support professionals.
Investment Strategy
Dahring | Cusmano's investment strategy centers on designing tailored portfolios based on each client's risk tolerance, time horizon, and financial goals. The firm constructs diversified portfolios utilizing a mix of ETFs, mutual funds, and other securities, with a focus on long-term growth, risk management, and prudent asset allocation. Their approach includes education, disciplined planning, and ongoing rebalancing to help clients avoid common investment pitfalls and ensure their portfolios align with evolving circumstances and market environments. They also offer support for socially responsible investing and provide planning for tax efficiency and wealth transfer.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO ETF TR | 12.67% | $16.3M | 612,937 | $26.05 | $26.54 | +$804.7K |
S SCHG | SCHWAB STRATEGIC TR | 11.35% | $14.6M | 498,917 | $27.80 | $29.21 | +$2.5M |
F FFLC | FIDELITY COVINGTON TRUST | 10.81% | $13.9M | 284,038 | $45.70 | $48.86 | +$2.1M |
F FBND | FIDELITY MERRIMACK STR TR | 8.52% | $10.9M | 238,964 | $44.87 | $45.75 | -$529.7K |
H HYDB | ISHARES TR | 6.61% | $8.5M | 178,596 | $47.02 | $47.48 | +$30.4K |