Sittner & Nelson, LLC
Sittner & Nelson, LLC is a fee-only investment advisory firm headquartered in Eugene, Oregon. The firm is registered with the SEC as an investment advisor and was founded in 2010. Their team provides comprehensive wealth management, financial planning, consulting, and retirement plan consulting services to clients including individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Their approach is highly personal, focusing on understanding and serving the unique goals and financial purposes of each client. The firm is relatively small, with about 5 employees, and it offers customized solutions in portfolio management and planning for both individuals and institutions.
Investment Strategy
Sittner & Nelson, LLC utilizes a discretionary, goals-based wealth management approach that combines portfolio management with ongoing financial planning and consulting. The firm develops personalized investment strategies tailored to each client’s risk tolerance, investment horizon, liquidity needs, and objectives. They invest across a broad range of asset classes including equities, fixed income, and alternative investments, employing both strategic allocation and market timing when appropriate. The firm also emphasizes the selection of other specialized advisors as needed, and maintains an approach focused on empathy, understanding clients' deeper financial goals, and managing assets with a view to both growth and preservation.
Top Holdings
Equity Positions (499)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 13.95% | $34.7M | 169,070 | $130.30 | $205.17 | -$3.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 11.18% | $27.8M | 57,236 | $236.54 | $485.77 | -$3.6M |
M MSFT | MICROSOFT CORP COM | 4.20% | $10.4M | 20,978 | $236.85 | $497.41 | +$2.6M |
N NVDA | NVIDIA CORP COM | 3.25% | $8.1M | 51,153 | $32.74 | $157.99 | +$3.1M |
C CGDV | CAPITAL GROUP DIVID VALUE ETF SHS | 2.48% | $6.2M | 156,010 | $27.13 | $39.49 | +$745.8K |