Latitude Advisors, LLC
Latitude Advisors, LLC is a registered investment advisory firm headquartered in Vero Beach, Florida, established in 2009. The firm provides personalized financial planning, portfolio management, pension consulting, and adviser selection services primarily to individuals, business owners, retirement plans, and other entities. Operating as an SEC-registered investment adviser with a focus on flexibility and independence, Latitude Advisors, LLC serves clients across various locations and is a subsidiary of Latitude Financial, LLC. They offer access to a diverse suite of investment solutions and have an experienced team with over 100 years of combined industry experience.
Investment Strategy
Latitude Advisors, LLC employs diversified multi-asset class allocation portfolios managed through techniques that identify investments offering attractive value opportunities on a tactical basis. Their models, such as the 'Navigator' series, invest primarily in mutual funds and ETFs that provide broad exposure across asset classes, geographies, and sectors reflecting global financial markets. Investment strategy incorporates both long-term strategic allocation and tactical over/underweight ranges, emphasizing risk control, flexibility, and consistent execution. They may also select individual stocks following the same philosophy and regularly use fundamental and momentum analysis to guide allocation decisions tailored to client objectives.
Top Holdings
Equity Positions (200)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARP | ADVISORS INNER CIRCLE FD II | 10.05% | $20.0M | 701,769 | $25.56 | $28.47 | +$951.9K |
I IVV | ISHARES TR | 6.44% | $12.8M | 20,634 | $431.26 | $620.90 | +$1.5M |
Q QQQ | INVESCO QQQ TR | 4.90% | $9.7M | 17,644 | $551.64 | $551.64 | +$9.7M |
S SPY | SPDR S&P 500 ETF TR | 3.14% | $6.2M | 10,098 | $464.99 | $617.85 | +$579.5K |
G GLD | SPDR GOLD TR | 2.72% | $5.4M | 17,741 | $210.75 | $304.83 | -$154.4K |