Mccarthy Grittinger Financial Group, LLC
McCarthy Grittinger Financial Group, LLC, based in Milwaukee, Wisconsin, is an independent, fee-only financial planning and investment advisory firm founded in 1995 (originally as McCarthy Financial Management LLC). As of 2024, the principal owners are Matt Miler and Jacqueline Schneider. The firm has approximately 10 employees and serves primarily individuals (including high net worth individuals) by providing ongoing discretionary investment management, comprehensive financial planning, and related services such as tax, retirement, insurance, and estate planning. Their core clientele resides in the United States.
Investment Strategy
The firm's investment strategy is centered on constructing and managing portfolios primarily with Exchange Traded Funds (ETFs) and mutual funds, tailored to each client's financial objectives and risk tolerance. They employ a comprehensive financial planning approach, working closely with clients to understand their full financial situation before investing in one of their models designed to achieve specific goals. Advisory services may include developing broad financial plans covering investments, tax strategies, retirement, insurance, and estate planning, with Schwab Institutional serving as the primary custodian for most clients. The firm also manages certain retirement accounts on a non-discretionary basis using external platforms, but most client assets are managed on a discretionary basis.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 21.94% | $85.2M | 298,605 | $131.84 | $285.30 | +$9.4M |
V VB | VANGUARD INDEX FDS | 10.36% | $40.2M | 169,746 | $151.32 | $236.98 | +$3.5M |
V VEU | VANGUARD INTL EQUITY INDEX F | 9.87% | $38.3M | 570,071 | $49.50 | $67.22 | +$3.3M |
V VCIT | VANGUARD SCOTTSDALE FDS | 9.50% | $36.9M | 444,855 | $88.30 | $82.92 | +$510.1K |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.75% | $34.0M | 568,242 | $65.56 | $59.81 | +$52.5K |