Pinney & Scofield, Inc.
Pinney & Scofield, Inc. is a fee-only investment adviser and financial planning firm headquartered in Cambridge, Massachusetts. Founded in 1982, the firm specializes in providing personalized financial planning and investment management to individuals, families, and small businesses. Their team of around 5 employees delivers services such as retirement planning, estate planning, tax planning and preparation, and portfolio management. Pinney & Scofield focuses on building long-term relationships centered on trust, transparency, and client education.
Investment Strategy
Pinney & Scofield creates diversified portfolios using passively managed factor/index mutual funds or ETFs, balancing fixed income and equity based on each client's needs. Their investment approach emphasizes thoughtful asset allocation, regular portfolio rebalancing, and long-term strategies rather than market timing. As fee-only advisors, they prioritize objective, client-centric guidance and educational engagement, ensuring individual attention and customized solutions for each client.
Top Holdings
Equity Positions (218)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 12.33% | $18.2M | 425,181 | $35.59 | $42.83 | +$1.5M |
D DFAS | DIMENSIONAL ETF TRUST | 11.74% | $17.3M | 272,196 | $64.82 | $63.71 | +$1.4M |
D DFIP | DIMENSIONAL ETF TRUST | 11.33% | $16.7M | 400,303 | $40.69 | $41.81 | -$149.3K |
D DFUV | DIMENSIONAL ETF TRUST | 9.37% | $13.8M | 327,255 | $40.92 | $42.28 | +$258.9K |
D DFAT | DIMENSIONAL ETF TRUST | 6.74% | $10.0M | 184,480 | $55.66 | $53.96 | +$397.5K |