Searle & Co.
SEARLE & CO. is an independent investment advisory and brokerage firm headquartered in Greenwich, Connecticut. Founded in 1881, this firm serves primarily high net worth individuals but also advises individual investors and some charitable organizations. With a small, experienced team—typically around 11 to 12 employees—the firm provides personalized financial services and investment counseling.
Investment Strategy
SEARLE & CO. focuses on providing customized investment management and financial advisory services, primarily to high net worth individuals. The firm builds discretionary portfolios tailored to client goals, with a significant emphasis on equity holdings in major U.S. companies (e.g., JPMorgan Chase, Apple, ExxonMobil, Microsoft). The strategy centers on long-term capital appreciation and risk management, adhering to traditional wealth management principles with portfolios reflecting client-specific needs and objectives. Charitable organizations and other individual clients are also served, with all assets managed for United States persons.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.56% | $19.7M | 39,602 | $100.69 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 5.41% | $19.1M | 93,309 | $83.53 | $205.17 | -$11.7M |
A AXP | AMERICAN EXPRESS CO | 3.80% | $13.5M | 42,169 | $115.73 | $318.98 | +$2.1M |
P PANW | PALO ALTO NETWORKS INC | 3.07% | $10.9M | 53,134 | $26.64 | $204.64 | +$1.8M |
P PM | PHILIP MORRIS INTL INC | 2.88% | $10.2M | 56,001 | $96.32 | $182.13 | +$1.0M |