Jaffetilchin Investment Partners, LLC
Jaffe Tilchin Investment Partners, LLC is a Tampa, Florida-based investment advisory and wealth management firm, founded in 1994. With approximately 34 employees, the firm provides customized investment portfolio management and comprehensive wealth planning services to individuals (both high net worth and non-high net worth) and pension/profit-sharing plans. The firm is focused on personalized financial solutions, retirement planning, and risk management for its diverse client base, primarily serving clients in the United States.
Investment Strategy
Jaffe Tilchin Investment Partners specializes in customizing and overseeing client investment portfolios, tailoring strategies to individual financial goals, needs, and objectives. Their approach emphasizes risk management, diversified asset allocation, and adaptability to changing market conditions while supporting clients in meeting obligations and building long-term wealth. The firm principally serves individuals, including high-net-worth clients, and pension/profit-sharing plans, with a focus on personalized financial planning and wealth preservation.
Top Holdings
Equity Positions (419)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 6.34% | $97.0M | 718,201 | $89.78 | $135.04 | +$13.7M |
A AAPL | APPLE INC COM | 4.85% | $74.1M | 361,032 | $94.61 | $205.17 | -$6.2M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 4.63% | $70.8M | 233,030 | $205.31 | $303.93 | +$8.5M |
N NVDA | NVIDIA CORPORATION COM | 4.29% | $65.6M | 415,123 | $18.77 | $157.99 | +$20.3M |
S SCHX | SCHWAB U S LARGE-CAP ETF | 4.09% | $62.5M | 2,558,273 | $15.57 | $24.44 | +$6.2M |