ARCHFORD CAPITAL Overview

Archford Capital Strategies Llc is an investment advisor that manages 349.4 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 243MM in positions, representing 69% of the manager's regulatory AUM.

ARCHFORD CAPITAL StockAlpha

-1.3%
Top 25%
2.75yr StockAlpha Register for more...

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

ARCHFORD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 3.64% Industrials 7.33% 0.04% 0 20%
VGT 3.3% ETF -0.98% -0.11% 0 3%
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FEATURED IN
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ARCHFORD CAPITAL Founders and Key Employees

Name Title In Position Since
James D. Maher Managing Member March-2013
John R. Russo Chief Operating Officer March-2013
Tracy L. Winters Chief Compliance Officer March-2013

ARCHFORD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ARCHFORD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis
Archford primarily employs fundamental and technical analysis methods in developing investment strategies for its Clients, while employing an asset allocation strategy loosely based on Modern Portfolio Theory (“MPT”). Research and analysis from Archford is derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others.

As noted above, Archford generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Archford will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Archf...
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ARCHFORD CAPITAL Portfolio Concentration

ARCHFORD CAPITAL Location

4941 BENCHMARK CENTRE
SUITE 200
SWANSEA, Illinois
UNITED STATES, 62226

ARCHFORD CAPITAL Contact Information

Phone Number: 618-416-7086
Fax Number: DECEMBER
Website:

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