MJT & Associates Financial Advisory Group, Inc.
MJT & Associates Financial Advisory Group, Inc. is a fee-only wealth management and investment advisory firm headquartered in Montevideo, Minnesota, United States. The company was founded in 2011 and operates with a small team of 2 employees. It serves a diverse clientele including individuals, high net worth individuals, small business owners, retirees, pre-retirees, and families in transition, offering expertise across wealth management, tax planning, retirement planning, estate planning, and financial planning. The firm’s approach is rooted in fiduciary duty, focusing on comprehensive and personalized strategies that adapt to client needs and transitions.
Investment Strategy
MJT & Associates Financial Advisory Group provides customized, comprehensive financial strategies tailored to individual client aspirations and life transitions. Their process includes creating tax-efficient resource buckets, ongoing asset allocation review, and safeguarding client interests through robust documentation and planning. The firm emphasizes portfolio diversification, income security for retirement, and incorporates both fundamental principles and each client’s unique values. As fiduciaries, they act in clients' best interests and offer collaborative, holistic financial planning, investment management, and advisory services primarily to individuals, families, trusts, and retirement plans.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 19.82% | $24.4M | 167,292 | $144.82 | $145.65 | +$22.6M |
I IVW | ISHARES S&P 500 GROWTH ETF | 18.30% | $22.5M | 186,360 | $95.66 | $120.72 | +$3.7M |
S SCHD | SCHWAB US DIVIDEND EQUITY ETF | 16.84% | $20.7M | 758,396 | $27.75 | $27.30 | +$5.2M |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.61% | $6.9M | 66,710 | $103.29 | $103.36 | +$5.8M |
D DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 5.05% | $6.2M | 118,791 | $49.72 | $52.30 | +$665.3K |