Mccarthy Asset Management, Inc.
McCarthy Asset Management, Inc. is an independent, fee-only investment adviser firm headquartered in Redwood Shores, California, United States. Founded in 1999, the firm focuses on financial planning and investment advisory services, primarily serving individuals and high net worth individuals. With a team of 4 employees, McCarthy Asset Management delivers comprehensive financial and tax planning, portfolio management, and long-term investment strategies tailored to client goals and risk tolerance.
Investment Strategy
McCarthy Asset Management, Inc. applies a long-term investment approach underpinned by personalized, client-centric asset allocation. The firm considers each client's investment time horizon, risk tolerance, objectives, and cash flow needs to determine a suitable and appropriate portfolio strategy. While McCarthy Asset Management prioritizes long-term growth, it makes thoughtful asset allocation adjustments in response to changes in the market environment and client objectives, with a focus on comprehensive financial and tax planning. The firm's fee-only advisory model ensures unbiased advice centered on the client's best interests.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPSB | SPDR SERIES TRUST | 17.41% | $27.1M | 895,438 | $29.71 | $30.29 | +$525.4K |
V VIG | VANGUARD SPECIALIZED FUNDS | 17.00% | $26.5M | 122,730 | $141.73 | $215.79 | +$1.5M |
S SCHD | SCHWAB STRATEGIC TR | 14.78% | $23.0M | 843,223 | $21.91 | $27.30 | +$688.0K |
T TCAF | T ROWE PRICE ETF INC | 13.10% | $20.4M | 541,172 | $27.72 | $37.70 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 7.06% | $11.0M | 344,756 | $18.74 | $31.91 | +$1.1M |