Ted Buchan & Co.
Ted Buchan & Company, LLC is a registered investment advisor headquartered in San Diego, California. Founded in September 2006 by Ted Buchan, the firm offers discretionary and non-discretionary portfolio management, financial planning, retirement planning, investment management, and college planning services. The firm is known for a personal, customized approach to investment advisory and is recognized as a leading college planning business in the San Diego area. As of 2025, the advisor primarily serves individuals and their families, focusing on holistic, client-driven investment planning. Employee count information is not publicly disclosed, but the firm is described as a boutique advisory with a close-knit team.
Investment Strategy
Ted Buchan & Company employs a client-centered, goals-based investment strategy that integrates comprehensive financial planning with customized investment management. The firm utilizes a mix of actively and passively managed investments, primarily mutual funds and ETFs, selected for low fees, experienced management, and strong performance relative to risk and peers. Investment decisions are primarily driven by each client’s evolving life circumstances and financial objectives, rather than short-term market movements, ensuring portfolios are continuously adjusted to match changing risk tolerance and long-term goals. The firm’s philosophy emphasizes exposing clients to the lowest possible risk needed to achieve their financial objectives, with investments evolving as clients’ needs and situations change.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 7.92% | $19.9M | 200,738 | $97.13 | $99.20 | +$843.7K |
P PRF | INVESCO EXCHANGE TRADED FD T | 5.62% | $14.1M | 334,657 | $31.44 | $42.27 | +$986.6K |
I IVV | ISHARES TR | 5.03% | $12.7M | 20,380 | $551.93 | $620.90 | +$1.4M |
T TIP | ISHARES TR | 4.61% | $11.6M | 105,471 | $107.64 | $110.04 | +$657.7K |
S SHY | ISHARES TR | 4.51% | $11.3M | 136,865 | $81.56 | $82.86 | -$39.8K |