Vickerman Investment Advisors, Inc.
Vickerman Investment Advisors, Inc. is a Registered Investment Adviser headquartered in Spokane, WA, United States. Founded in 2021, the firm provides ongoing investment management, financial planning, retirement and estate planning, and tax consulting services for individuals, high net worth individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. Vickerman is owned by Michael J. Vickerman, Jr and Chris Grasmick, with a staff of 7 professionals. The firm acts as a fiduciary under SEC regulation and primarily uses Charles Schwab as a custodian. Vickerman is known for its client-focused approach and the ability to tailor portfolios to each client's specific financial goals.
Investment Strategy
Vickerman's investment strategy centers on Modern Portfolio Theory, providing diversified asset allocation tailored to each client's unique objectives and risk tolerance. The firm uses both mutual funds and exchange-traded funds—favoring vehicles with no transaction fees when suitable—and selects investments based on the expected holding period, cost efficiency, and fit with each client's strategy. Vickerman focuses on long-term growth and risk management, with regular account reviews and portfolio rebalancing. Clients may impose restrictions on investments, and the firm maintains discretion in day-to-day management of portfolios while adhering to a strict Code of Ethics and client-first fiduciary duty.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOND | PIMCO ETF TR | 12.71% | $59.1M | 641,509 | $92.51 | $92.18 | +$2.6M |
P PULS | PGIM ETF TR | 7.95% | $37.0M | 743,584 | $49.43 | $49.76 | -$9.0M |
X XLK | SELECT SECTOR SPDR TR | 7.73% | $36.0M | 142,120 | $165.58 | $253.23 | +$9.2M |
S SGOV | ISHARES TR | 5.73% | $26.7M | 264,750 | $100.39 | $100.69 | -$6.8M |
P PYLD | PIMCO ETF TR | 5.17% | $24.1M | 906,592 | $26.30 | $26.54 | +$417.7K |