Foronjy Financial LLC
FORONJY FINANCIAL LLC is a California-based investment advisory firm headquartered in Santa Barbara. The firm provides wealth management and financial planning services, emphasizing long-term investing, active portfolio management, and diligent fundamental research. Led by Bryan Foronjy, CFP®, it serves individuals and families focused on retirement planning and comprehensive financial advice. The firm is registered as an investment adviser and has a team including CFAs and experienced planners. Founded in the early 2000s, it aims to guide clients through volatile markets and align portfolios with retirement goals.
Investment Strategy
The firm combines active portfolio management with diligent fundamental research. Foronjy Financial works closely with clients to design customized portfolios, emphasizing risk management strategies, and aligning investments with retirement planning objectives. The firm favors long-term investing while providing options to help mitigate risks during periods of high market volatility. Detailed risk analysis, education on historical performance, and a proactive planning approach underscore its philosophy. Their strategies aim to provide prudent preparation for market downturns rather than reactive responses.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD WORLD FD | 6.98% | $15.9M | 21,356 | $663.74 | $746.63 | +$1.9M |
I IEI | ISHARES TR | 6.74% | $15.4M | 128,667 | $119.13 | $119.51 | +$1.7M |
B BSCU | INVESCO EXCH TRD SLF IDX FD | 6.67% | $15.2M | 900,434 | $16.79 | $16.90 | +$1.6M |
B BSCW | INVESCO EXCH TRD SLF IDX FD | 5.93% | $13.5M | 648,023 | $20.63 | $20.88 | +$1.4M |
S SHYG | ISHARES TR | 4.98% | $11.4M | 262,664 | $43.16 | $43.30 | +$1.2M |