Sincerus Advisory, LLC
Sincerus Advisory, LLC is an SEC-registered investment adviser headquartered in New York, NY, serving primarily individuals, high net worth clients, and select institutional accounts. Founded after years in the wealth management industry, the firm offers financial planning, investment management, and advisory services with a mission to provide honest, fiduciary guidance to help clients achieve their financial goals. The firm is fee-only, operates with a fiduciary duty, and currently has 3 employees, all of whom are investment professionals.
Investment Strategy
Sincerus Advisory develops personalized investment strategies and provides discretionary asset management tailored to clients' individual goals. The firm manages portfolios by selecting appropriate investments according to clients’ objectives, risk tolerance, and financial circumstances, and offers holistic planning, including tax minimization, cash flow management, and the option to work with third-party managers or sub-advisors. Assets are managed predominantly for high net worth individuals, with attention to cost-effectiveness, and the firm acts with a fiduciary duty to always put the client's interests first.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 17.40% | $20.3M | 30,503 | $587.24 | $666.18 | +$1.1M |
E EFA | ISHARES TR | 7.50% | $8.8M | 93,832 | $78.51 | $93.37 | +$1.0M |
I IWR | ISHARES TR | 5.93% | $6.9M | 71,754 | $88.88 | $96.55 | +$519.8K |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.58% | $4.2M | 19,388 | $197.20 | $215.79 | +$312.3K |
I IWM | ISHARES TR | 3.46% | $4.0M | 16,677 | $221.90 | $241.96 | +$599.1K |