Tevis Investment Management
Tevis Investment Management LLC is an independent, Texas-based SEC-registered investment adviser founded in 2000, headquartered in Plano, TX. The firm is owned and led by William Ryan Tevis, who serves as President and Chief Compliance Officer. Tevis provides comprehensive portfolio management, financial planning, and consulting services with a focus on serving individuals and high-net-worth investors. As of January 2025, the firm manages over $206 million in assets and employs 1 professional. Clients benefit from personalized investment solutions, integrated financial planning, and periodic guidance tailored to their evolving financial goals.
Investment Strategy
Tevis Investment Management specializes in comprehensive portfolio management, emphasizing asset management alongside financial planning and consulting. The approach is rooted in understanding each client’s financial situation, resources, goals, and risk tolerance through regular discussions. Investment recommendations are customized, utilizing a diversified portfolio of exchange-traded funds, mutual funds, individual stocks, bonds, and other securities based on client objectives. The firm is committed to integrity, objectivity, and prudent guidance across all facets of the client’s financial life, including retirement planning and insurance consulting.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.70% | $8.9M | 18,329 | $310.94 | $485.77 | +$750.5K |
C CCEP | COCA-COLA EUROPACIFIC PARTNE | 4.44% | $6.9M | 74,715 | $55.93 | $92.72 | +$1.1M |
G GBIL | GOLDMAN SACHS ETF TR | 3.99% | $6.2M | 62,134 | $99.95 | $100.15 | -$736.5K |
U UL | UNILEVER PLC | 3.67% | $5.7M | 93,615 | $52.56 | $61.17 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.31% | $5.2M | 10,397 | $374.55 | $497.41 | +$1.9M |