Nottingham Advisors, Inc.
Nottingham Advisors, Inc., founded in 1982, is an SEC-registered investment adviser headquartered in Amherst, New York. As a subsidiary of Community Bank N.A., the firm serves a range of clients including individual investors (both high net worth and non-HNW), pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. With a small team of approximately 9 employees, Nottingham Advisors is noted for personal service, deep client understanding, and contributions to the financial services industry.
Investment Strategy
Nottingham Advisors, Inc. employs a comprehensive investment advisory approach tailored to a diverse client base, primarily in the United States. The firm focuses on discretionary account management, utilizing diversified investment portfolios that may include equities, ETFs, fixed income, and alternative strategies. Their philosophy emphasizes a deep understanding of client needs and the use of evidence-based investment techniques, seeking to deliver consistent, long-term results aligned with individual client objectives. The firm does not operate or sponsor pooled investment vehicles and instead manages portfolios directly for clients, including high net worth individuals, pension plans, and nonprofit organizations.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 10.53% | $75.9M | 868,869 | $66.33 | $87.31 | +$8.7M |
M MBB | ISHARES TR | 8.28% | $59.6M | 626,574 | $94.17 | $95.15 | +$6.3M |
S SPYV | SPDR SERIES TRUST | 6.35% | $45.8M | 826,973 | $33.65 | $55.33 | +$3.3M |
S SPYG | SPDR SERIES TRUST | 6.00% | $43.2M | 413,795 | $46.01 | $104.51 | +$1.8M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.40% | $38.9M | 680,727 | $55.57 | $57.10 | +$3.6M |