Voisard Asset Management Group, Inc.
Voisard Asset Management Group, Inc. is a fee-only, independent financial planning and investment advisory firm headquartered in Grand Rapids, Michigan. Founded in 2002, the firm is registered with the SEC and provides comprehensive, fiduciary-based advice to individuals and families. The team at Voisard emphasizes holistic financial planning, investment management, and wealth preservation tailored to each client's unique needs. Client services include retirement planning, education funding, portfolio management, and long-term wealth strategies.
Investment Strategy
Voisard Asset Management Group follows a holistic and client-centered approach, acting as a fiduciary to ensure that investment recommendations are aligned with clients’ best interests, free of conflicts such as commissions or hidden fees. The firm emphasizes individualized, long-term financial planning, clear communication, and objective portfolio management. Investment selections are based on each client’s goals and objectives, with a focus on risk management and long-term wealth accumulation. The company also offers broader planning beyond investments, aiming to help clients meet life goals such as retirement or education funding.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 14.13% | $61.1M | 757,202 | $72.75 | $80.65 | +$14.4M |
A AVLV | AMERICAN CENTY ETF TR | 10.07% | $43.5M | 602,060 | $67.14 | $72.26 | +$6.9M |
S SLQD | ISHARES TR | 9.42% | $40.7M | 800,899 | $50.05 | $50.83 | +$3.3M |
S SPTI | SPDR SERIES TRUST | 9.38% | $40.5M | 1,402,286 | $28.26 | $28.90 | +$3.8M |
I IUSG | ISHARES TR | 7.38% | $31.9M | 193,691 | $138.91 | $164.54 | +$4.7M |