ST. Clair Advisors, LLC
St. Clair Advisors, LLC is an independent SEC-registered investment adviser based in Mayfield Heights, Ohio. Founded in 2007, the firm provides comprehensive wealth management, investment advisory, and family office services primarily to high net worth individuals and select charitable organizations. Employing 13 professionals, St. Clair Advisors delivers personalized investment guidance, financial planning, and estate planning services structured to maintain financial clarity and intergenerational wealth transfer.
Investment Strategy
St. Clair Advisors, LLC emphasizes independent thinking, objective guidance, and transparency as a fiduciary. The firm adopts a disciplined investment philosophy focused on clarity of goals, long-term wealth preservation, and risk management. Investment portfolios are constructed and managed with a focus on consistency and an integrated financial planning process that considers each client’s unique objectives. The firm does not sell proprietary products and is free from sales-driven incentives, maintaining an emphasis on client interests and prudent, diversified investing through both active and passive allocations as appropriate.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 35.62% | $134.2M | 200,494 | $407.73 | $669.30 | +$6.9M |
M MSFT | MICROSOFT CORP | 7.37% | $27.8M | 53,612 | $266.25 | $517.95 | +$861.9K |
A AAPL | APPLE INC | 5.87% | $22.1M | 86,889 | $150.65 | $254.63 | +$3.9M |
I IEMG | ISHARES INC | 5.61% | $21.1M | 320,332 | $55.26 | $65.92 | +$1.9M |
P PGR | PROGRESSIVE CORP | 4.52% | $17.0M | 68,981 | $140.00 | $246.95 | -$1.6M |