Echo45 Advisors LLC
Echo45 Advisors LLC is a registered investment adviser headquartered in Walnut Creek, California. Founded in 2021, the firm manages investment portfolios primarily serving individuals, including high-net-worth clients, and has approximately 7 employees. Echo45 operates as an independent asset manager, with a focus on personalized investment guidance and financial planning for retail clients.
Investment Strategy
Echo45 Advisors LLC employs a discretionary, long-only strategy grounded in fundamental analysis. The firm primarily invests in large-cap U.S. equities, focusing on technology, consumer discretionary, and healthcare sectors. Echo45 seeks diversified growth for clients, balancing risk and reward through careful asset allocation customized to client objectives. Investment decisions are aimed at long-term capital appreciation, prioritizing quality companies with robust earnings potential. The firm’s approach emphasizes direct engagement with clients to tailor portfolio construction to individual needs.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 13.36% | $21.2M | 371,504 | $49.03 | $57.01 | +$2.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 11.58% | $18.4M | 101,000 | $169.97 | $181.74 | +$928.9K |
B BSV | VANGUARD BD INDEX FDS | 7.16% | $11.4M | 144,286 | $79.05 | $78.70 | +$52.1K |
P PDBC | INVESCO ACTVELY MNGD ETC FD | 6.43% | $10.2M | 782,355 | $14.46 | $13.04 | -$287.6K |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.63% | $8.9M | 180,497 | $46.50 | $49.46 | +$777.4K |