Paul Damon & Associates, Inc.
Paul Damon & Associates, Inc. operates under Family Capital Management, a Michigan-based registered investment adviser providing financial services such as retirement planning, asset management, tax planning, estate planning, and business owner services including exit planning. The firm primarily serves individuals and business owners, focusing on holistic financial planning and personalized investment solutions. Founded in Michigan, it employs between 1 and 50 professionals and is recognized for its specialized wealth management expertise in the United States.
Investment Strategy
The firm’s investment strategy centers on customized asset management, portfolio diversification, and long-term planning. Their approach integrates retirement, tax, and estate considerations along with business succession planning to provide comprehensive solutions for clients. By offering a diversified mix of holdings — including equities and fixed income — and ongoing financial advice, Paul Damon & Associates, Inc. aims to help clients grow and preserve wealth while achieving specific financial goals.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 10.64% | $20.3M | 36,812 | $305.89 | $551.64 | +$3.9M |
S SPY | SPDR S&P 500 ETF TR | 8.19% | $15.6M | 25,295 | $447.98 | $617.85 | +$2.3M |
I IWY | ISHARES TR | 8.16% | $15.6M | 63,144 | $137.95 | $246.51 | +$2.7M |
A AMZN | AMAZON COM INC | 7.13% | $13.6M | 62,011 | $93.52 | $219.39 | +$2.2M |
S SCHD | SCHWAB STRATEGIC TR | 7.06% | $13.5M | 508,516 | $25.12 | $26.50 | -$513.2K |