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Independence Asset Advisors, LLC
Independence Asset Advisors, LLC, headquartered in Wynnewood, Pennsylvania, is a boutique SEC-registered investment advisory firm founded in 2010. The firm provides customized, institutional-grade investment solutions, personalized service, and lower fees to high-net-worth individuals, private businesses, foundations, endowments, and families. Led by founder and President Scott Renninger, the five-person team leverages institutional manager relationships to deliver investment options usually reserved for large organizations. Independence Asset Advisors currently manages approximately $1.7 billion in assets and serves clients across the United States with a focus on risk mitigation and multi-generational portfolio growth.
Investment Strategy
Independence Asset Advisors specializes in providing customized investment solutions that focus on risk mitigation and active participation in market returns over cycles. Their approach leverages institutional expertise and relationships to access a broad universe of public and private market opportunities, striving for lower fees and enhanced long-term returns. The firm emphasizes client-focused strategies, including prudent liquidity management, portfolio diversification, income production, and total return solutions, tailored for businesses, foundations, endowments, and wealthy families. They aim to deliver less volatile and more resilient outcomes than traditional all-public investment portfolios, using best-of-breed institutional managers and a disciplined process of frequent communication and comprehensive reporting.
Latest 13F Filing Activity
Independence Asset Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $161M. The fund increased holdings in Ishares TR, Vaneck Etf Trust, Vaneck Etf Trust among other positions. Independence Asset Advisors, LLC reduced exposure to Vanguard Scottsdale FDS, Vanguard Scottsdale FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWD | ISHARES TR | 37.02% | $59.5M | 306,319 | $194.23 | $194.23 | +$59.5M |
C CLOI | VANECK ETF TRUST | 36.22% | $58.2M | 1,099,620 | $52.93 | $52.95 | +$49.3M |
C CLOB | VANECK ETF TRUST | 12.30% | $19.8M | 389,057 | $50.82 | $50.82 | +$19.4M |
F FLRT | PACER FDS TR | 2.21% | $3.6M | 74,698 | $47.48 | $47.60 | -$118.3K |
V VNQ | VANGUARD INDEX FDS | 1.69% | $2.7M | 30,549 | $89.22 | $89.06 | -$135.0K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Founder, President and Chief Investment Officer | Wynnewood, PA , United States |
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