AMERICAN ECONOMIC Overview

American Economic Planning Group Inc is an investment advisor that manages 815.5 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/11 to 09/30/16. The fund's latest filing disclosed 249MM in positions, representing 31% of the manager's regulatory AUM.

AMERICAN ECONOMIC StockAlpha

-2.4%
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

AMERICAN ECONOMIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 46.88% ETF 1.78% 0.1% 0 10%
BND 21.51% ETF -3.5% -0.85% 0 4%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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AMERICAN ECONOMIC Founders and Key Employees

Name Title In Position Since
Steven W. Kaye President March-1983
Michael A. Seidel Vice President Financial And Estate Planning January-2006
Christopher J. Schiffer Evp Strategy & Operations / Chief Compliance Officer February-2013

AMERICAN ECONOMIC Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN ECONOMIC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


AEPG may utilize the following methods of security analysis:

• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
• Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

AEPG may utilize the following investment strategies when implementing investment advice given to clients:

• Long Term Purchases (securities held at least a year)








7
• Short Term Purchases (securities sold within a year)
• Tradi...
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AMERICAN ECONOMIC Portfolio Concentration

AMERICAN ECONOMIC Location

25 INDEPENDENCE BLVD.
SUITE 102
WARREN, New Jersey
UNITED STATES, 07059

AMERICAN ECONOMIC Contact Information

Phone Number: 908-757-5600
Fax Number: 908-757-0511
Website:

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