Sugar Maple Asset Management, LLC
Sugar Maple Asset Management, LLC is an independent Registered Investment Advisory firm headquartered in Sister Bay, Wisconsin. Founded and owned by Terry M. Jack and Jeremy P. Schwab, the firm provides financial planning and fee-based investment management services, mainly to individuals and high net worth clients across Wisconsin and the United States. The firm is registered under CRD #282632 and has approximately 3 employees, including the principals. It is not affiliated with, nor does it control, any other firms and serves clients via fiduciary, personalized relationships.
Investment Strategy
Sugar Maple Asset Management, LLC offers customized, individual portfolios built and monitored according to each client’s investment policy statement and financial goals. The firm delivers advisory and portfolio management services on a discretionary basis, considering each client’s risk tolerance, time horizon, and cash flow needs. Asset allocation includes individual stocks, bonds, mutual funds, exchange-traded funds, and notes selected based on performance history, cost, tax considerations, sector allocations, and volatility. The firm emphasizes fiduciary duty and tailored investment policy for every client, ranging from individuals to private funds and businesses.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 8.55% | $11.0M | 35,981 | $219.66 | $304.83 | -$825.8K |
T TFLO | ISHARES TR | 8.37% | $10.7M | 211,980 | $50.45 | $50.65 | -$1.3M |
A ABBV | ABBVIE INC | 8.20% | $10.5M | 56,648 | $180.83 | $185.62 | -$1.4M |
I IVV | ISHARES TR | 7.33% | $9.4M | 15,140 | $543.41 | $620.90 | +$2.1M |
A ABT | ABBOTT LABS | 7.10% | $9.1M | 67,007 | $112.09 | $136.01 | +$225.1K |