Members Advisory Group LLC
Members Advisory Group LLC is an SEC-registered investment advisory firm headquartered in Williamsville, NY. Founded in 2011, the firm primarily serves individuals, including both high net worth and non-high net worth clients, and provides personalized investment management and financial advice. With about 7 employees, Members Advisory Group focuses on comprehensive portfolio management, retirement planning, and financial planning services designed for U.S. retail investors.
Investment Strategy
Members Advisory Group LLC implements a client-centered approach, focusing on discretionary investment management for individuals, predominantly using publicly traded securities to build diversified portfolios tailored to each client’s financial goals, risk tolerance, and investment horizon. The firm prioritizes long-term asset growth, risk management, and retirement planning, leveraging fundamental analysis and periodic rebalancing for optimal results.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 16.06% | $45.4M | 1,766,114 | $19.44 | $25.71 | +$3.2M |
V VOO | VANGUARD INDEX FDS | 9.51% | $26.9M | 43,869 | $520.05 | $612.38 | +$2.2M |
S SCHG | SCHWAB STRATEGIC TR | 8.69% | $24.6M | 770,222 | $22.45 | $31.91 | +$1.9M |
V VTV | VANGUARD INDEX FDS | 7.03% | $19.9M | 106,511 | $169.75 | $186.49 | -$360.3K |
J JAAA | JANUS DETROIT STR TR | 5.87% | $16.6M | 327,117 | $50.71 | $50.78 | -$4.0M |