Koshinski Asset Management, Inc.
Koshinski Asset Management, Inc. is a registered investment adviser headquartered in Decatur, Illinois, United States. Operating under the DBA IPI Asset Management Inc, the firm was founded in 2011 and currently employs around 73 professionals, including brokers and investment advisers. The company manages investments for over 10,000 clients, primarily serving individual investors (both retail and high net worth), as well as a small number of charitable organizations and pension/profit sharing plans. Koshinski Asset Management oversees $2.2 billion in assets under management, offering diversified investment strategies and portfolio management services.
Investment Strategy
Koshinski Asset Management, Inc. focuses on diversified portfolio management, primarily serving individual investors. Their investment approach includes managing allocations across equities, ETFs, and some fixed income, with significant holdings in leading technology and blue-chip companies such as Apple, Microsoft, Nvidia, and Amazon, as well as sector ETFs. Approximately 97% of their staff are dedicated to investment and advisory roles, emphasizing both discretionary and non-discretionary account management tailored to the client's risk tolerance and financial goals. The firm does not appear to manage pooled investment vehicles, focusing instead on direct relationships with individuals and select institutional clients.
Top Holdings
Equity Positions (679)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 4.58% | $60.7M | 2,076,826 | $27.88 | $29.21 | +$9.1M |
V VTV | VANGUARD INDEX FDS | 4.27% | $56.5M | 319,812 | $159.53 | $176.74 | +$1.7M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 2.58% | $34.2M | 545,512 | $55.84 | $62.74 | +$3.0M |
A AAPL | APPLE INC | 2.58% | $34.1M | 165,911 | $146.75 | $205.17 | -$2.5M |
M MSFT | MICROSOFT CORP | 1.89% | $25.0M | 50,270 | $301.87 | $497.41 | +$6.5M |