Durante & Waters, LLC
Durante & Waters, LLC is an independent, fee-only registered investment adviser, also operating as Infiniti Wealth Management and Beacon Hill Private Wealth Management. The firm provides comprehensive financial planning and investment management services with a focus on asset allocation, diversification, and risk management, primarily utilizing ETFs and mutual funds. The firm emphasizes personalized attention, does not sell proprietary products or receive commissions, and is committed to acting as a fiduciary for clients, including individuals, trusts, and estates.
Investment Strategy
Asset allocation, diversification, and risk management; primarily uses ETFs and mutual funds; may recommend Independent Managers for select clients; exercises investment discretion for clients regarding securities, amounts, timing, and manager selection.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 26.34% | $33.5M | 53,913 | $506.87 | $620.90 | +$4.3M |
I ITOT | ISHARES TR | 19.35% | $24.6M | 182,063 | $105.47 | $135.04 | +$2.0M |
I IVE | ISHARES TR | 9.98% | $12.7M | 64,926 | $173.89 | $195.42 | -$1.4M |
A AGG | ISHARES TR | 6.00% | $7.6M | 76,804 | $98.41 | $99.20 | -$86.7K |
S SHY | ISHARES TR | 5.38% | $6.8M | 82,480 | $81.99 | $82.86 | -$125.2K |