Strong Tower Advisory Services
Strong Tower Advisory Services is a registered investment adviser headquartered in Minneapolis, Minnesota. The firm, founded in 2021, provides personalized investment management services including portfolio management, financial planning, retirement plan advisory, and financial consulting. With a team of approximately 6 employees, Strong Tower serves a variety of clients primarily comprising high net worth individuals, individuals, pension and profit-sharing plans, and some charitable organizations.
Investment Strategy
Strong Tower Advisory Services emphasizes personalized investment management, focusing on constructing diversified portfolios tailored to client objectives, risk tolerance, and time horizons. The firm combines fundamental and quantitative analysis in selecting equities, fixed income, and alternative assets, with an aim for long-term capital appreciation and prudent risk management. Their investment approach includes active portfolio oversight, tactical allocation adjustments, and a client-centric philosophy prioritizing transparency and value.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSTR | STRATEGY INC | 5.49% | $29.0M | 89,981 | $98.16 | $322.21 | -$25.2M |
H HYG | ISHARES TR | 4.80% | $25.3M | 312,045 | $78.49 | $81.19 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 4.77% | $25.2M | 134,881 | $26.31 | $186.58 | +$3.0M |
L LQD | ISHARES TR | 4.44% | $23.4M | 210,289 | $108.93 | $111.47 | +$1.9M |
I IBIT | ISHARES BITCOIN TRUST ETF | 3.54% | $18.7M | 287,670 | $36.70 | $65.00 | +$1.1M |