Financially Speaking Inc.
Financially Speaking, Inc. is an independent investment advisory firm headquartered in Greenwood Village, Colorado. Founded in 1991 by Philip H. Luccock, CFP®, CMA, the firm offers personal financial advice and investment management. With a team of 5 employees, Financially Speaking, Inc. serves mainly individual clients, including families and professionals, trusts, estates, charitable organizations, and corporations. The firm focuses on delivering superior service and personalized advice, growing primarily through client referrals.
Investment Strategy
Financially Speaking, Inc. utilizes an active trading strategy with a dynamic asset allocation approach, adjusting portfolios based on current market conditions. The firm prioritizes wealth preservation and profit maximization, diversifying across assets, using analytical tools for monitoring client progress, and managing investments primarily in no-load/no-transaction-fee mutual funds. Tax minimization strategies are considered secondary to their focus on risk-aware growth. Their advisory services cover retirement planning, investment management, and education planning, tailored to each client’s unique goals, needs, and risk tolerance.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JTEK | JPMORGAN U S TECH LEADERS ETF IV | 11.08% | $16.8M | 199,329 | $84.46 | $84.46 | +$16.8M |
F FLDR | FIDELITY LOW DURATION BOND FACTR ETF | 6.10% | $9.3M | 185,296 | $50.03 | $50.07 | +$6.9M |
J JPST | JPMORGAN ULTRA SHORT INCOME ETF | 6.10% | $9.3M | 183,031 | $50.68 | $50.68 | +$9.3M |
S SCHG | SCHWAB US LARGE CAP GROWTH ETF | 4.75% | $7.2M | 247,157 | $29.21 | $29.21 | +$7.2M |
J JPIN | JPMORGAN DIVERSIFIED RETURN INTERNAT | 4.44% | $6.7M | 105,134 | $64.08 | $64.13 | +$6.7M |