Grove Street Fiduciary, LLC
Grove Street Fiduciary, LLC is an independent, fee-only registered investment advisor (RIA) headquartered in Peterborough, New Hampshire. Founded in 1988, the firm specializes in providing expert, unbiased investment and financial planning advice to high-net-worth individuals and families. With a team of CERTIFIED FINANCIAL PLANNER™ professionals, Grove Street Fiduciary manages over $330 million in client assets and is recognized for its comprehensive, client-centered approach. The firm does not sell investment products or accept commissions, ensuring that its fiduciary duty is solely to its clients. Grove Street Fiduciary serves clients both locally and nationwide and is a member of NAPFA.
Investment Strategy
Grove Street Fiduciary employs a comprehensive, client-centered approach, focusing on independent, unbiased, and fee-only advice. The firm acts as a true fiduciary, developing tailored investment and financial planning strategies to preserve and grow client wealth. Their investment philosophy emphasizes sound, long-term planning, continuous improvement, and active risk assessment without product sales or commissions. Services include holistic portfolio management along with financial, estate, and tax planning, with a commitment to the highest ethical and professional standards.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EMQQ | EXCHANGE TRADED CONCEPTS TRU | 17.34% | $36.0M | 862,785 | $34.48 | $41.67 | +$1.4M |
V VOE | VANGUARD INDEX FDS | 10.84% | $22.5M | 136,747 | $161.77 | $164.46 | +$126.2K |
B BNDX | VANGUARD CHARLOTTE FDS | 7.50% | $15.6M | 314,144 | $49.05 | $49.51 | +$63.4K |
S SCHP | SCHWAB STRATEGIC TR | 6.95% | $14.4M | 540,411 | $25.83 | $26.68 | -$304.9K |
S SCHZ | SCHWAB STRATEGIC TR | 5.26% | $10.9M | 469,303 | $22.70 | $23.24 | -$53.6K |