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 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 838% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 838% of the manager's regulatory AUM.
ADVISORY ALPHA LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADVISORY ALPHA LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPYG | 8.76% | ETF | 6.56% | 0.08% | 1 | 3% | ||
| SPYV | 7.08% | ETF | 3.19% | -0.08% | 1 | 5% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ADVISORY ALPHA LLC Portfolio Concentration
ADVISORY ALPHA LLC Location
148 S. RIVER AVENUE
SUITE 301
HOLLAND, Michigan
UNITED STATES, 49423
SUITE 301
HOLLAND, Michigan
UNITED STATES, 49423
ADVISORY ALPHA LLC Contact Information
Phone Number: 866-530-1400
Fax Number: 616-530-1900
Website: http://www.advisoryalpha.com
Fax Number: 616-530-1900
Website: http://www.advisoryalpha.com
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