Vigilare Wealth Management
Vigilare Wealth Management LLC is an independent registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2011, the firm provides personalized wealth management and investment advisory services to individuals, high net worth individuals, and a select group of charitable organizations. With a team of approximately 5-6 employees, most of whom are investment professionals, Vigilare serves clients primarily in the United States, delivering tailored portfolio solutions and comprehensive financial advice.
Investment Strategy
Vigilare Wealth Management specializes in discretionary and non-discretionary investment advisory services, constructing diversified portfolios comprised of equities, ETFs, and other securities tailored to client risk tolerance and financial goals. Their approach emphasizes individualized planning for high-net-worth clients, with a focus on long-term value preservation, capital growth, and prudent risk management. Vigilare allocates assets actively and rebalances client accounts based on ongoing analysis and market developments, maintaining high standards of fiduciary duty and client-centric advice.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 12.58% | $36.3M | 1,352,757 | $26.84 | $26.84 | +$36.3M |
G GLD | SPDR GOLD ETF | 9.80% | $28.3M | 79,584 | $270.36 | $355.47 | +$7.7M |
V VB | VANGUARD SMALL CAP ETF | 5.06% | $14.6M | 57,487 | $243.01 | $254.28 | +$5.7M |
S SPMO | INVESCO S&P 500 MOMENTUM ETF | 5.03% | $14.5M | 119,871 | $105.51 | $121.06 | -$837.5K |
S SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 4.91% | $14.2M | 140,873 | $100.46 | $100.70 | -$26.8M |