Patrick M Sweeney & Associates, Inc.
Patrick M. Sweeney & Associates, Inc. is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Libertyville, Illinois, within the North Suburbs of Chicago. Founded in 2001, the firm provides personalized, confidential investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer services through consultation, aiming to simplify financial planning for their clients, and are built primarily on client referrals. The firm is led by Patrick M. Sweeney and employs 2 to 3 advisors.
Investment Strategy
Patrick M. Sweeney & Associates, Inc. provides discretionary and non-discretionary investment management tailored to the individual objectives of their clients. Their approach includes financial planning, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investments and strategies are determined after a thorough consultation with clients, using a variety of asset classes based on risk tolerance, objectives, and time horizon. The firm does not act as a custodian and maintains a fiduciary standard to always act in the best interests of their clients.
Top Holdings
Equity Positions (156)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABT | ABBOTT LABS | 6.87% | $10.0M | 74,334 | $110.06 | $136.01 | +$123.2K |
A AAPL | APPLE INC | 5.48% | $8.0M | 37,273 | $192.56 | $205.17 | -$339.5K |
J JPM | JPMORGAN CHASE & CO | 4.87% | $7.1M | 23,917 | $170.28 | $289.91 | +$1.2M |
B BAC | BANK OF AMERICA CORP | 4.25% | $6.2M | 126,360 | $34.42 | $47.32 | +$939.5K |
M MSFT | MICROSOFT CORP | 3.59% | $5.2M | 10,451 | $380.57 | $497.41 | +$1.3M |