PFS Partners, LLC
PFS Partners, LLC is an SEC-registered investment adviser based in Denver, Colorado, operating as part of Precision Financial Services. The firm provides discretionary and non-discretionary investment advisory services for individuals, families, and businesses, offering both wrap and non-wrap fee programs. Founded as a subsidiary of Precision Financial Services (initially established in 1963), PFS Partners serves a broad clientele with solutions tailored to complex wealth management, estate, and financial planning needs. The firm employs a team of independent investment professionals dedicated to individualized financial strategies.
Investment Strategy
PFS Partners, LLC offers custom investment solutions through both discretionary and non-discretionary advisory services. The firm manages diversified portfolios with a mix of exchange-traded funds (ETFs), equities, and fixed income, often utilizing wrap fee programs for bundled service efficiency. Its philosophy emphasizes individualized strategies tailored to each client's goals, risk tolerance, and unique financial profile. PFS Partners aims to serve a wide range of clients, including individuals and families with complex estate and wealth management needs, focusing on long-term growth, capital preservation, and risk-adjusted returns.
Top Holdings
Equity Positions (542)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS DETROIT STR TR | 10.16% | $21.4M | 420,697 | $50.72 | $50.78 | +$2.1M |
K KJAN | INNOVATOR ETFS TRUST | 9.80% | $20.6M | 510,433 | $34.74 | $40.35 | +$1.3M |
D DGRO | ISHARES TR | 7.41% | $15.6M | 228,737 | $54.93 | $68.08 | +$975.3K |
F FSMB | FIRST TR EXCH TRADED FD III | 6.70% | $14.1M | 701,962 | $19.93 | $20.08 | -$211.6K |
X XMAR | FIRST TR EXCHNG TRADED FD VI | 5.93% | $12.5M | 317,614 | $30.92 | $39.22 | +$208.5K |