NTV Asset Management LLC
NTV Asset Management, LLC is a federally registered investment adviser based in Charleston, West Virginia. Founded in 2000, the firm specializes in investment management services for high net worth individuals, charitable trusts, IRAs, and corporate pension and profit-sharing plans. Its team averages 25 years of trust and fiduciary experience per employee, offering discretionary management of client assets. NTV currently manages over $900 million in assets and maintains a client-centric philosophy focused on long-term relationships and fiduciary responsibility. The firm employs a small dedicated team serving clients throughout their financial journey.
Investment Strategy
NTV Asset Management provides discretionary investment management guided by agency contracts. The firm's investment philosophy centers on earning and maintaining clients’ trust through bespoke asset management solutions, focusing on preserving and growing wealth for high net worth individuals, charitable organizations, retirement plans, and corporate pension schemes. NTV emphasizes long-term relationships, fiduciary responsibility, and a client-driven approach, leveraging a highly experienced team to deliver personalized investment strategies tailored to each client’s financial objectives.
Top Holdings
Equity Positions (309)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF Trust | 8.08% | $74.1M | 111,203 | $323.15 | $666.18 | +$4.1M |
Q QQQ | Invesco QQQ Trust | 5.38% | $49.3M | 82,162 | $261.29 | $600.37 | +$3.4M |
A AAPL | Apple Inc | 3.36% | $30.8M | 121,080 | $41.64 | $254.63 | +$5.6M |
M MSFT | Microsoft Corp | 2.94% | $27.0M | 52,144 | $80.27 | $517.95 | +$837.3K |
L LLY | Eli Lilly & Company | 2.85% | $26.1M | 34,250 | $52.04 | $763.00 | -$1.4M |