Moseley Investment Management Inc.
Moseley Investment Management, Inc. is an independent, SEC-registered investment advisory firm headquartered in Bradenton, Florida. Founded in 1994, the firm manages investment portfolios for individuals, families, trusts, and institutions, emphasizing client-focused, fiduciary advice. As a boutique advisor with around 7 employees, they prioritize transparency, accountability, and customized planning for long-term financial success.
Investment Strategy
Moseley Investment Management follows a fully independent and fiduciary approach as a Registered Investment Advisor, tailoring portfolios using a disciplined asset allocation model. Their strategy combines active and passive investments based on client goals, focusing on transparency, risk management, and independent advice. Portfolio construction typically emphasizes diversification across stocks, bonds, and ETFs, with adjustments aligned to the client's stage of life and investment objectives.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBTF | ISHARES TR | 5.16% | $15.0M | 641,093 | $23.25 | $23.36 | -$974.1K |
A AAPL | APPLE INC | 5.12% | $14.8M | 72,373 | $88.79 | $205.17 | -$503.8K |
M MSFT | MICROSOFT CORP | 4.01% | $11.6M | 23,377 | $188.52 | $497.41 | +$2.9M |
I IBTI | ISHARES TR | 3.97% | $11.5M | 515,238 | $22.31 | $22.36 | +$1.8M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.65% | $10.6M | 21,808 | $264.98 | $485.77 | -$882.4K |