SS&H Financial Advisors, Inc.
SS&H Financial Advisors, Inc. is a Michigan-based investment adviser firm located in Troy, MI, serving primarily individual investors (both high net worth and others). The firm was founded in 2011 and employs a small team of 2 professionals, focusing exclusively on investment advisory services for individuals. SS&H manages client portfolios and provides comprehensive wealth management solutions.
Investment Strategy
SS&H Financial Advisors, Inc. pursues a diversified, long-term portfolio management strategy with a strong focus on equities. Their approach emphasizes large-cap stocks, including leading positions in companies such as JPMorgan, Microsoft, Apple, and Nvidia. The firm regularly rebalances holdings based on market conditions and client objectives, adding and reducing positions to optimize risk and return for individual clients, with no focus on institutional accounts or pooled vehicles. The firm aligns investments with comprehensive financial planning tailored to each client.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 10.12% | $33.3M | 105,540 | $145.76 | $315.43 | +$2.7M |
N NVDA | NVIDIA CORPORATION | 7.79% | $25.6M | 137,381 | $47.58 | $186.58 | +$3.3M |
M MSFT | MICROSOFT CORP | 6.67% | $22.0M | 42,398 | $329.67 | $517.95 | +$855.9K |
A AAPL | APPLE INC | 5.68% | $18.7M | 73,351 | $172.78 | $254.63 | +$3.7M |
O ORCL | ORACLE CORP | 3.68% | $12.1M | 43,090 | $111.84 | $281.24 | +$3.0M |