Patrick Mauro Investment Advisor, Inc.
Patrick Mauro Investment Advisor, Inc. is an SEC-registered investment adviser headquartered in Oak Brook, Illinois. Founded by Patrick Mauro, the firm provides customized investment management services and comprehensive advisory solutions primarily to retail investors, including both high net worth and non-high net worth individuals. The firm currently employs 4 professionals (recent filings state 3), reflecting a boutique operation focused on personalized client relationships and continuous supervision of client assets. The practice centers on an aligned fee structure and a history dating back over two decades.
Investment Strategy
The firm offers tailored investment management across equities, fixed income, mutual funds, ETFs, options, and similar securities. Services are primarily discretionary, allowing advisors to execute trades without prior client consent according to agreed-upon objectives and risk tolerance. Investment advice is highly customized, with continuous supervision and ad hoc reviews based on significant personal or market events. The firm does not offer proprietary products and maintains a traditional approach focused on capital preservation, income, and growth through diversification and direct engagement with client needs.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CME | CME GROUP INC CLASS A | 7.10% | $12.5M | 46,968 | $178.53 | $275.62 | -$799.4K |
I IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 6.90% | $12.2M | 163,197 | $55.45 | $77.31 | +$1.6M |
W WSO | WATSCO INC | 6.45% | $11.4M | 27,004 | $270.55 | $441.62 | -$1.3M |
P PFE | PFIZER INC | 6.06% | $10.7M | 457,116 | $32.41 | $24.24 | +$888.9K |
M MSFT | MICROSOFT CORP | 5.81% | $10.3M | 21,481 | $351.56 | $497.41 | +$1.6M |