Koss-olinger Consulting, LLC
Koss-Olinger Consulting, LLC is a Gainesville, Florida-based registered investment advisory firm founded in 2011. The firm manages nearly $1.87 billion in assets for a diverse client base, including individuals, high net worth individuals, pension plans, and charitable organizations. With approximately 34 employees, Koss-Olinger provides comprehensive financial planning, wealth management, portfolio management, and pension consulting services. The firm operates primarily in the United States and emphasizes personalized service for clients seeking long-term financial strategies.
Investment Strategy
Koss-Olinger Consulting, LLC delivers comprehensive financial planning and investment advisory services with a customized approach, emphasizing long-term wealth accumulation and preservation. The firm constructs diversified investment portfolios based on individual client risk profiles and financial objectives, utilizing a mix of equities, fixed income, and ETFs, and regularly rebalances portfolios to align with clients’ evolving goals. They focus on holistic, client-centered advice, including retirement planning, tax mitigation, and estate planning strategies, serving individuals, families, and select institutions.
Top Holdings
Equity Positions (309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 19.00% | $230.1M | 9,414,080 | $21.52 | $26.34 | -$1.7M |
B BOND | PIMCO ETF TR | 5.00% | $60.5M | 656,343 | $90.30 | $93.35 | -$275.7K |
J JPSE | J P MORGAN EXCHANGE TRADED F | 4.66% | $56.4M | 1,240,196 | $43.43 | $49.81 | -$385.6K |
S SPMD | SPDR SERIES TRUST | 3.90% | $47.2M | 867,326 | $51.12 | $57.19 | -$399.3K |
U USHY | ISHARES TR | 3.74% | $45.3M | 1,207,451 | $36.11 | $37.78 | -$190.2K |