Tectonic Advisors LLC
Tectonic Advisors, LLC is a Texas-based, SEC registered investment adviser headquartered in Houston, Texas. Founded in 2016, the firm offers asset management and comprehensive wealth management solutions for registered investment advisors, trust departments, foundations, family offices, and individuals. With approximately 49 employees, Tectonic Advisors focuses on long-term relationships and goal-oriented results, providing personalized management, lending, and tailored insurance solutions. Their clients span individuals, families, institutions, and advisors seeking active and passive portfolio management.
Investment Strategy
Tectonic Advisors delivers investment portfolios based on significant research and actuarially-driven projections, utilizing both active and passive, as well as systematic and private investment strategies. The firm customizes investment programs to fit each client's unique needs and objectives, employing proprietary trading software in their passive ETF portfolios aimed at consistent returns and downside risk management. Their approach integrates risk management, asset allocation, and ongoing analysis to adapt portfolios to market changes and life events, while offering both traditional and alternative investment opportunities.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOND | PIMCO ETF TR | 8.03% | $146.9M | 1,574,069 | $88.21 | $93.35 | -$145.5K |
V VOO | VANGUARD INDEX FDS | 6.84% | $125.2M | 204,459 | $411.90 | $612.38 | +$13.1M |
T TOTL | SSGA ACTIVE ETF TR | 5.35% | $97.9M | 2,414,132 | $38.85 | $40.57 | +$707.0K |
I IVV | ISHARES TR | 4.62% | $84.5M | 126,289 | $454.91 | $669.30 | +$8.7M |
S SPLG | SPDR SERIES TRUST | 4.05% | $74.2M | 946,683 | $71.11 | $78.34 | +$55.8M |