Pollock Investment Advisors, LLC
Pollock Investment Advisors, LLC is an independent, employee-owned, SEC-registered investment advisor headquartered in Ann Arbor, Michigan. The firm primarily serves individuals (including high net worth individuals), families, trusts, charities, estates, retirement plans, and corporations, offering comprehensive investment management and financial planning services. Founded in 2011, Pollock Investment Advisors has approximately 6 employees and manages over $320 million in client assets as of 2025.
Investment Strategy
Pollock Investment Advisors takes a holistic and customized approach to investment management and financial planning. The firm establishes long-term investment goals and asset allocation targets tailored to each client’s objectives, evaluating a broad range of asset classes. They emphasize personalized portfolio construction and continuous coordination with clients’ attorneys and tax advisors to ensure that investment, estate, and tax plans align with clients’ evolving long-term goals. The firm primarily works with individual and family clients, focusing on prudent, long-term financial outcomes.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SELV | SEI EXCHANGE TRADED FUNDS | 39.98% | $49.1M | 1,566,378 | $29.60 | $31.32 | +$11.3M |
F FTCS | FIRST TR EXCHANGE-TRADED FD | 28.80% | $35.3M | 388,844 | $87.82 | $90.89 | -$11.5M |
D DFAC | DIMENSIONAL ETF TRUST | 3.63% | $4.5M | 124,401 | $34.97 | $35.84 | +$2.4M |
O ORLY | OREILLY AUTOMOTIVE INC | 1.85% | $2.3M | 25,230 | $171.86 | $90.13 | -$422.1K |
M MA | MASTERCARD INCORPORATED | 1.64% | $2.0M | 3,584 | $526.57 | $561.94 | -$89.1K |