Moller Financial Services
Moller Financial Services, now operating as Moller Wealth Partners, is an independent registered investment adviser headquartered in Northfield, Illinois. Founded in 1990, the firm provides wealth management and financial planning services for individuals, families, and institutions. With a staff of approximately 10-20 employees, Moller serves high-net-worth clients with a focus on fiduciary, fee-only guidance.
Investment Strategy
Moller Wealth Partners utilizes a diversified, evidence-based investment approach tailored to clients' unique goals and risk tolerance. Their investment strategy emphasizes low-cost, tax-efficient portfolios built primarily with ETFs and index funds, focusing on long-term growth, global diversification, and disciplined rebalancing, avoiding market timing and speculation.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GUNR | FLEXSHARES TR | 10.08% | $48.3M | 1,103,642 | $32.43 | $43.78 | +$3.5M |
F FNDA | SCHWAB STRATEGIC TR | 8.02% | $38.5M | 1,234,398 | $21.05 | $31.16 | +$1.7M |
V VTIP | VANGUARD MALVERN FDS | 7.42% | $35.6M | 702,581 | $49.69 | $50.63 | +$1.5M |
V VB | VANGUARD INDEX FDS | 7.04% | $33.8M | 132,769 | $169.36 | $254.28 | +$1.7M |
I IVV | ISHARES TR | 5.47% | $26.3M | 39,224 | $304.80 | $669.30 | +$1.1M |