Salus Financial Advisors, LLC
Salus Financial Advisors, LLC is an SEC-registered investment adviser headquartered in Denver, Colorado. Founded in 2011, the firm manages investment portfolios and provides financial planning services primarily to individual investors, including both high-net-worth and retail clients. Salus maintains a small team, focusing on customized wealth management and investment solutions for U.S.-based clients.
Investment Strategy
Salus Financial Advisors builds and manages diversified portfolios with a focus on liquid public securities. Their investment philosophy emphasizes long-term growth and risk management through allocation among equities, fixed income, and ETFs tailored to client goals. The firm primarily serves individuals and high-net-worth clients, with discretionary and non-discretionary account management that aims for broad diversification, low costs, and tax efficiency.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.91% | $38.6M | 62,103 | $570.63 | $620.90 | +$4.2M |
I IUSV | ISHARES TR | 12.54% | $18.7M | 197,166 | $92.66 | $94.63 | +$1.8M |
I IEFA | ISHARES TR | 12.19% | $18.1M | 217,300 | $82.67 | $83.48 | +$16.4M |
F FBND | FIDELITY MERRIMACK STR TR | 8.62% | $12.8M | 280,343 | $44.89 | $45.75 | +$363.0K |
F FBCG | FIDELITY COVINGTON TRUST | 7.03% | $10.5M | 216,821 | $41.56 | $48.24 | +$3.5M |