Pettinga Financial Advisors, LLC
Pettinga Financial Advisors, LLC is a registered investment adviser headquartered in Evansville, Indiana, United States. Founded in 2011, the firm provides comprehensive financial planning and investment advisory services, including portfolio management and retirement planning, primarily to individuals, high net worth individuals, pension plans, charitable organizations, and corporations. As of March 2024, the firm manages roughly $1.1 billion in assets and employs around 10-12 professionals. Pettinga serves clients mainly across the Midwest and places a strong emphasis on personalized service and fiduciary responsibility.
Investment Strategy
Pettinga Financial Advisors, LLC develops customized investment portfolios based on each client's financial needs, goals, and risk tolerance. The firm offers discretionary portfolio management, allocating assets across equities, fixed income, and alternative investments. Their approach favors long-term, diversified strategies, tailoring solutions for retirement, intergenerational wealth transfer, and financial planning, with particular attention to both high-net-worth and non-high-net-worth individuals, as well as pension and charitable organizations. The firm employs fundamental analysis, asset allocation best practices, and ongoing portfolio monitoring to achieve client objectives.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRGF | ISHARES TR | 6.39% | $32.8M | 474,408 | $41.97 | $69.08 | +$4.4M |
Q QUAL | ISHARES TR | 6.06% | $31.1M | 159,796 | $131.22 | $194.50 | -$1.1M |
I IVV | ISHARES TR | 6.05% | $31.0M | 46,367 | $390.65 | $669.30 | +$1.7M |
I IVW | ISHARES TR | 6.00% | $30.8M | 254,846 | $82.85 | $120.72 | +$2.1M |
I IVE | ISHARES TR | 4.84% | $24.8M | 120,266 | $188.74 | $206.51 | +$2.6M |