Joseph Group Capital Management
Joseph Group Capital Management is an investment adviser headquartered in Columbus, Ohio. The firm provides investment management and advisory services to individuals, families, and institutions. With roots in the local financial community, the Joseph Group serves clients seeking customized portfolio management and wealth planning. Specific employee count and year of founding are not explicitly provided in public filings.
Investment Strategy
Joseph Group Capital Management focuses on diversified portfolio management, investing across equities, fixed income, and ETFs. Their strategy emphasizes risk management, growth, and income generation through a tailored approach for each client's unique financial goals. Portfolio data show allocations to income-focused securities and disciplined rebalancing aligned with client objectives.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 12.34% | $36.8M | 781,218 | $48.05 | $47.06 | +$708.2K |
S SCHP | SCHWAB STRATEGIC TR | 8.31% | $24.8M | 927,681 | $28.12 | $26.68 | +$23.7K |
V VXUS | VANGUARD STAR FDS | 6.97% | $20.8M | 300,630 | $57.30 | $69.09 | +$2.1M |
D DEW | WISDOMTREE TR | 4.20% | $12.5M | 218,905 | $46.07 | $57.11 | +$325.8K |
M MOAT | VANECK ETF TRUST | 4.15% | $12.4M | 131,937 | $88.29 | $93.79 | +$1.3M |