Symphony Financial Services, Inc.
Symphony Financial Services, Inc. is a registered investment adviser based in Akron, Ohio, United States. Founded in 2001, the firm specializes in comprehensive wealth management, investment advisory, financial planning, tax planning, estate planning, and insurance services for closely held business owners and high-net-worth individuals. With an experienced leadership team, Symphony Financial Services delivers tailored financial strategies focused on risk management and personalized portfolios, serving clients with over 23 years in the industry. The firm has fewer than 25 employees.
Investment Strategy
Symphony Financial Services, Inc. emphasizes risk management in crafting and managing client portfolios. Their approach centers on understanding individual client needs and objectives to build customized investment portfolios using mutual funds, ETFs, individual securities, and alternative investments. The strategy prioritizes meeting client financial planning goals over merely outperforming market benchmarks, with a specific focus on both short- and long-term objectives, comprehensive financial planning, retirement, estate, tax planning, and business succession solutions.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO ETF TR | 8.68% | $14.5M | 547,277 | $26.47 | $26.54 | +$44.9K |
B BUFR | FIRST TR EXCHANGE TRADED FD | 8.27% | $13.8M | 435,332 | $29.88 | $31.80 | +$1.3M |
U USMC | PRINCIPAL EXCHANGE TRADED FD | 7.91% | $13.2M | 211,761 | $55.50 | $62.56 | +$2.1M |
J JAAA | JANUS DETROIT STR TR | 7.11% | $11.9M | 234,355 | $50.65 | $50.75 | -$1.1M |
K KNG | FIRST TR EXCHANGE TRADED FD | 6.46% | $10.8M | 220,318 | $50.51 | $49.10 | -$221.8K |