SFA
Salus Financial Advisors LLC Portfolio
Invests via Salus Financial Advisors LLC | Managed by Richard D. Schultenover, Jesse T. Karich
Invests via Salus Financial Advisors LLC
Managed by Richard D. Schultenover, Jesse T. Karich
Automatically Tracked
Company Profile
Independent wealth management firm specializing in fiduciary advisory, retirement plan consulting, and financial planning for individuals and institutions. Salus Financial Advisors LLC operates as a fee-based registered investment adviser, emphasizing portfolio construction, cash-flow focused income strategies, and risk-managed equity exposure for high-net-worth and plan sponsor clients. The firm competes regionally with boutique RIAs and family offices, positioning on client service, customized advice, and long-term liability-aware allocation.
Independent wealth management firm specializing in fiduciary advisory, retirement plan consulting, and financial planning for individuals and institutions. Salus Financial Advisors LLC operates as a fee-based registered investment adviser, emphasizing portfolio construction, cash-flow focused income strategies, and risk-managed equity exposure for high-net-worth and plan sponsor clients. The firm competes regionally with boutique RIAs and family offices, positioning on client service, customized advice, and long-term liability-aware allocation.
Investment Philosophy & Strategy
Operates as a fiduciary, fee-based RIA that prioritizes liability-aware, income-centric portfolio construction for high-net-worth individuals and plan sponsors. Allocations emphasize durable cash-flow generation, diversified multi-asset exposure, and risk-managed equity positions designed to limit downside and preserve capital across retirement horizons. Capital deployment favors customized, client-specific solutions—blending taxable income efficiency, tax-aware rebalancing, and low-turnover sleeves—while consulting for institutional plans with governance-aligned underwriting and a long-term, liability-driven orientation to return targets versus benchmark chasing.
Operates as a fiduciary, fee-based RIA that prioritizes liability-aware, income-centric portfolio construction for high-net-worth individuals and plan sponsors. Allocations emphasize durable cash-flow generation, diversified multi-asset exposure, and risk-managed equity positions designed to limit downside and preserve capital across retirement horizons. Capital deployment favors customized, client-specific solutions—blending taxable income efficiency, tax-aware rebalancing, and low-turnover sleeves—while consulting for institutional plans with governance-aligned underwriting and a long-term, liability-driven orientation to return targets versus benchmark chasing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.55%
Gain
Monthly
0.14%
Yearly
1.64%
Drawdown
22.73%
$188.97M
Equity
Holdings
$188.97M
Investment
$155.3M
$36.95M
Profit -$1.3M
Realized
$3.28M
Unrealized
$33.67M
Dividends
$5.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.3M
Win %
82%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$1.75M
Win %
82%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.17M
Win %
82%
This Year
Compared to last year
Gain
10.19%
Profit
$17.48M
Win %
84%
JNJ Johnson & Johnson
+1.98%
+$4,483.83 
TGT Target Corporation
+1.31%
+$3,779.36 
VHT Vanguard Health Care ETF
+0.48%
+$1,643.95 
VTV Vanguard Value ETF
+0.24%
+$4,932.18 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.24%
+$3,197.36 
FBND Fidelity Total Bond ETF
+0.19%
+$26,677.33 
FLTB Fidelity Limited Term Bond ETF
+0.16%
+$5,795.76 
AAPL Apple Inc.
+0.15%
+$611.48 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$49.12 
BITQ Bitwise Crypto Industry Innovators ETF
-2.9%
-$94,236.22 
BITB Bitwise Bitcoin ETF
-2.17%
-$59,853.38 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$36,496.56 
VUG Vanguard Growth ETF
-1.75%
-$10,062.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$7,346.53 
FBCG Fidelity Blue Chip Growth Fund
-1.42%
-$178,887.19 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-1.24%
-$110,472.69 
ESGV Vanguard ESG U.S. Stock ETF
-1.15%
-$3,811.23 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$5,786.46 
FENI Fidelity Enhanced International ETF
-0.9%
-$6,228.72 
IVV iShares Core S&P 500 ETF
-0.89%
-$442,826.34 
VOO Vanguard S&P 500 ETF
-0.87%
-$2,803.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$6,101.42 
IJS iShares S&P Small-Cap 600 Value ETF
-0.82%
-$43,328.72 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$209,891.94 
EFA iShares MSCI EAFE ETF
-0.75%
-$25,364.82 
AOA iShares Core Aggressive Allocation ETF
-0.74%
-$1,867.68 
FESM Fidelity Enhanced Small Cap ETF
-0.69%
-$65,449.23 
FELC Fidelity Enhanced Large Cap Core ETF
-0.65%
-$6,323.07 
IWM iShares Russell 2000 ETF
-0.6%
-$14,530.14 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$1,570 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$1,321.2 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$12,398.67 
IUSV iShares Core S&P U.S. Value ETF
-0.04%
-$10,114.4 
FCOR Fidelity Corporate Bond ETF
-0.01%
-$788.32 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 134/169 79% | Profit Factor 12.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $817,821.5 |
| Average Win $300,598.92 | Best Trade (Jul 10) $8.31M | Sharpe Ratio -11.05 |
| Average Loss -$95,098.99 | Worst Trade (Mar 31) -$1.47M | Z-Score 11.55 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $218,649.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,988 | 1,789 | 1,590 | 1,392 | 1,193 | 994 | 795 | 596 | 398 | 199 |
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Returns
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