Shotwell Rutter Baer Inc.
Shotwell Rutter Baer Inc is an independent, fee-only registered investment advisory firm located in Lansing, Michigan, founded in 2021. The firm specializes in serving individuals, including Michigan State University employees, and small businesses primarily in Eaton County, MI. Their services include financial planning, portfolio management, tax planning, estate planning, insurance guidance, and the selection of other advisors. They operate with a fiduciary duty and a commitment to client-first ethics and transparency, with a team that emphasizes rigorous education and CFP® certification. Employee count is not publicly confirmed, but their website and profile suggest a small, focused staff.
Investment Strategy
Shotwell Rutter Baer Inc utilizes a personalized financial planning approach with client-focused portfolio management for individuals and small businesses. The firm emphasizes fee-only fiduciary services, thereby eliminating conflicts of interest tied to commission-based products. Investment strategies are designed to fit each client's objectives, balancing long-term financial freedom with peace of mind. Their process, called the Strategic Reliable Blueprint, supports retirement planning, debt management, risk mitigation, and overall wealth accumulation for diverse client needs. The firm is known for prudent market timing when appropriate, and tailors investment mixes to suit particular financial goals while always prioritizing client interests.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.94% | $23.2M | 69,776 | $268.82 | $328.17 | +$1.4M |
A AVLV | AMERICAN CENTY ETF TR | 9.77% | $15.1M | 208,770 | $58.39 | $72.26 | +$693.0K |
D DFGX | DIMENSIONAL ETF TRUST | 8.16% | $12.6M | 233,921 | $53.38 | $53.96 | +$502.3K |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.15% | $12.6M | 150,554 | $79.72 | $84.11 | +$550.2K |
V VEA | VANGUARD TAX-MANAGED FDS | 6.74% | $10.4M | 171,629 | $49.53 | $59.92 | +$536.4K |