Mcgrath & Associates, Inc.
McGrath & Associates, Inc., doing business as Holcombe & McGrath, is a registered investment adviser headquartered in Asheville, NC. The firm was founded in 2008 after Susan Lee McGrath acquired the business from Harold Holcombe, who originally established its predecessor in 1985. It is a closely held, boutique firm focused on providing personalized financial advisory and investment management services to individual clients and families. The firm is privately owned by Susan Lee McGrath and Robert E. Baschnagel and employs a small professional staff.
Investment Strategy
The firm tailors its portfolio management to each client's specific financial situation, objectives, risk tolerance, time horizon, liquidity needs, and any reasonable investment restrictions. Holcombe & McGrath employs a proprietary investment philosophy that emphasizes broad diversification, low costs, and a disciplined approach designed to maximize the likelihood of achieving clients’ investment goals. The approach combines elements from various investment philosophies but focuses on evidence-based strategies and prudent risk management, with ongoing attention to each client's needs.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOND | PIMCO ETF TR | 16.74% | $11.3M | 120,655 | $91.89 | $93.35 | +$1.9M |
G GDE | WISDOMTREE TR | 9.46% | $6.4M | 110,916 | $41.42 | $57.41 | +$1.6M |
D DFAC | DIMENSIONAL ETF TRUST | 6.07% | $4.1M | 105,960 | $34.94 | $38.57 | +$751.0K |
S SCHD | SCHWAB STRATEGIC TR | 4.56% | $3.1M | 112,376 | $27.32 | $27.30 | -$65.3K |
R RSST | TIDAL TRUST II | 4.34% | $2.9M | 110,304 | $23.58 | $26.46 | +$632.8K |