Independence Financial Advisors, LLC
Independence Financial Advisors, LLC is an SEC-registered investment adviser based in Franklin, New Hampshire. The firm manages investment portfolios primarily for individuals and families, providing financial planning and investment management services. The company appears to employ around 5 professionals and reports regulatory filings with the U.S. Securities and Exchange Commission. Their service offering is focused on customized wealth management and advisory for retail clients, with an emphasis on fiduciary best practices.
Investment Strategy
Independence Financial Advisors, LLC manages diversified portfolios, primarily utilizing exchange-traded funds (ETFs) such as those tracking the S&P 500 and U.S. Treasury bonds. Their approach is centered around a balanced asset allocation between equities and fixed income, intending to provide long-term capital growth and income for their clients. The strategy is designed to meet clients’ financial objectives using a customized, risk-managed, and cost-efficient methodology.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FELG | FIDELITY COVINGTON TRUST | 11.96% | $30.7M | 830,356 | $36.66 | $37.03 | +$29.0M |
F FELV | FIDELITY COVINGTON TRUST | 10.79% | $27.8M | 873,531 | $31.73 | $31.77 | +$26.8M |
I ISTB | ISHARES TR | 5.14% | $13.2M | 271,837 | $48.35 | $48.65 | +$228.1K |
L LQD | ISHARES TR | 4.78% | $12.3M | 112,184 | $108.71 | $109.61 | +$423.0K |
T TIP | ISHARES TR | 4.68% | $12.0M | 109,283 | $111.04 | $110.04 | +$425.6K |