Tilia Fiduciary Partners, Inc.
Tilia Fiduciary Partners, Inc. is a SEC-registered investment adviser headquartered in Wilmington, North Carolina. Founded in 2011, the firm offers limited financial planning, portfolio management, and consulting services. Led by principal owners Walker Lee Abney and Ryan Casey, Tilia targets individuals (including high net worth), charitable organizations, and corporations, with most assets under management coming from individual clients. The firm employs between 5 and 6 staff, primarily investment professionals, and aims to build personalized investment strategies in collaboration with clients.
Investment Strategy
Tilia Fiduciary Partners, Inc. provides personalized portfolio management and limited financial planning, focusing on understanding each client's experience, financial circumstances, risk tolerance, and goals. The firm develops tailored financial profiles and manages accounts on both a discretionary and non-discretionary basis, typically investing in diversified assets including equities. Tilia emphasizes aligning investments with client objectives, does not offer wrap programs, and refrains from proxy voting, leaving this responsibility to account custodians.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 5.47% | $9.5M | 105,622 | $85.61 | $89.57 | +$4.7M |
A AAPL | APPLE INC | 4.40% | $7.6M | 29,872 | $178.30 | $254.63 | +$1.0M |
M MSFT | MICROSOFT | 3.77% | $6.5M | 12,590 | $329.60 | $517.95 | -$20.9K |
G GOOGL | GOOGLE INC | 2.94% | $5.1M | 20,882 | $141.71 | $243.10 | +$1.1M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.54% | $4.4M | 8,748 | $371.06 | $502.74 | -$159.0K |