Lester Murray Antman Dba Simplyrich
Lester Murray Antman d/b/a SimplyRich is a registered investment adviser headquartered in Carlsbad, CA, United States. SimplyRich provides personalized wealth management and investment advisory services and is operated by Lester Murray Antman, with origins documented as early as 2001 based on regulatory filings. The firm manages client portfolios through open architecture and typically provides investment guidance to individuals and families seeking tailored financial planning and investment solutions.
Investment Strategy
SimplyRich employs a diversified investment strategy focused on long-term wealth accumulation and preservation. The firm constructs client portfolios using a broad mix of stocks, ETFs, and other securities, allocated according to each client's unique financial goals, risk tolerance, and time horizon. SimplyRich emphasizes low-cost, tax-efficient investment vehicles and pursues global diversification with a core-satellite approach, investing in both US and international equities and fixed income, supplemented by periodic tactical adjustments for optimal asset allocation.
Top Holdings
Equity Positions (199)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.44% | $27.6M | 108,295 | $42.51 | $254.63 | +$5.3M |
G GOOG | ALPHABET INC | 6.50% | $24.1M | 98,920 | $54.96 | $243.55 | +$6.5M |
U USMV | ISHARES TR | 5.41% | $20.0M | 210,695 | $80.27 | $95.14 | -$510.0K |
E EFAV | ISHARES TR | 4.35% | $16.1M | 190,104 | $69.50 | $84.83 | -$976.0K |
G GOOGL | ALPHABET INC | 4.05% | $15.0M | 61,747 | $55.05 | $243.10 | +$4.1M |