ADVISORY ALPHA LLC Overview

Advisory Alpha Llc is an investment advisor that manages 187.9 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 239MM in positions, representing 127% of the manager's regulatory AUM.

ADVISORY ALPHA LLC StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADVISORY ALPHA LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 11.57% ETF 1.54% -0% 0 9%
VCSH 7.94% ETF -1.24% -0.14% 0 3%
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ADVISORY ALPHA LLC Founders and Key Employees

Name Title In Position Since
Steve M. Osterink Managing Member/Chief Compliance Officer June-2011
Steven M. Osterink Control Person September-2011

ADVISORY ALPHA LLC Brokers, Custodians, Auditors and Administrators

Type Company

ADVISORY ALPHA LLC Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Investment Loss
A. Methods of Analysis and Investment Strategies:
AA provides a variety of investment strategies designed for a wide range of investors with diverse wealth management objectives. There are Three Principles that guide the AA investing process:
Active Management - Active management is used on several levels in our investing approach. This begins with asset allocation and asset selection decisions, but continues through the monitoring and rebalancing of portfolio holdings. Research indicates that short-term market timing strategies rarely generate consistent returns and may actually increase the risk of loss. We believe that a disciplined research and management approach, when applied consistently over longer time periods, can capture opportunities for improved returns.
Full Diversification - Many portfolios remain limited to a mixture of equities and fixed income securities. This overlook...
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ADVISORY ALPHA LLC Portfolio Concentration

ADVISORY ALPHA LLC Location

148 S. RIVER AVENUE
SUITE 301
HOLLAND, Michigan
UNITED STATES, 49423

ADVISORY ALPHA LLC Contact Information

Phone Number: 866-530-1400
Fax Number: 616-530-1900
Website:

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