ALESCO ADVISORS LLC Overview
Alesco Advisors Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 16 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 87% of the manager's regulatory AUM.
ALESCO ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALESCO ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 21.12% | ETF | -7.59% | -0% | 0 | 10% | ||
| IEFA | 14.84% | ETF | -9.99% | -0.56% | 0 | 7% | ||
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FEATURED IN
ALESCO ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James G. Gould | President, Treasurer, Chief Executive Officer, Chief Financial Officer, Manager, Member | February-2000 |
| Jeffrey D. Bradley | Chief Compliance Officer, Member, Manager | March-2006 |
| Todd D. Green | Chief Investment Officer, Manager, Member | July-2007 |
| Frederick J. Minges | Executive Vice President, Member, Manager | November-2009 |
ALESCO ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ALESCO ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Alesco invests its clients’ assets in accordance with each client’s needs. Alesco considers the investment time horizon of the client, the client’s ability to assume risk, the client’s need for income, the taxable nature of the client’s assets, and other factors to assist the client in formulating an asset allocation strategy. The implementation of the asset allocation involves buying and selling investment securities. This involves risk of loss that the client should be prepared to bear.
The specific selection of investments is based on internal analysis of competing investment products. Alesco utilizes fundamental analysis and asset allocation theories, including quantitative modeling to formulate investment decisions.
Though Alesco may invest in a multitude of securities, index and index-based mutual funds and exchange traded funds (ETFs) are the most commonly recommended types of securi...
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Alesco invests its clients’ assets in accordance with each client’s needs. Alesco considers the investment time horizon of the client, the client’s ability to assume risk, the client’s need for income, the taxable nature of the client’s assets, and other factors to assist the client in formulating an asset allocation strategy. The implementation of the asset allocation involves buying and selling investment securities. This involves risk of loss that the client should be prepared to bear.
The specific selection of investments is based on internal analysis of competing investment products. Alesco utilizes fundamental analysis and asset allocation theories, including quantitative modeling to formulate investment decisions.
Though Alesco may invest in a multitude of securities, index and index-based mutual funds and exchange traded funds (ETFs) are the most commonly recommended types of securi...
Unlock Full Investment Process Description
ALESCO ADVISORS LLC Portfolio Concentration
ALESCO ADVISORS LLC Location
120 OFFICE PARK WAY
PITTSFORD, New York
UNITED STATES, 14534
PITTSFORD, New York
UNITED STATES, 14534
ALESCO ADVISORS LLC Contact Information
Phone Number: (585)586-0970
Fax Number: (585)586-1898
Website: http://www.alescoadvisors.com
Fax Number: (585)586-1898
Website: http://www.alescoadvisors.com
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