ARIS WEALTH SERVICES Overview
Aris Wealth Services Inc is a hedge fund that manages 1.7 BN dollars in regulatory AUM and has 48 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/15. The fund's latest filing disclosed 48MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/15. The fund's latest filing disclosed 48MM in positions, representing 3% of the manager's regulatory AUM.
ARIS WEALTH SERVICES StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ARIS WEALTH SERVICES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
ARIS WEALTH SERVICES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John S. Battaglia | Director, President | January-2015 |
| Richard C. Musar | Senior Vice President | January-2015 |
| Davin A. Gibbins | Vice President, Chief Investment Officer | January-2015 |
| Charles T. Boyd | Chief Compliance Officer | January-2015 |
| Charles G. Goldman | Director, Chairman Of The Board, Ceo | January-2015 |
| Ted F. Angus | Director, Executive Vice President, General Counsel, Secretary | January-2015 |
| Gary G. Zyla | Executive Vice President, Chief Financial Officer, Treasurer | January-2015 |
ARIS WEALTH SERVICES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ARIS WEALTH SERVICES Investment Strategy
Methods of Analysis, investment Strategies and Risk of Loss
Investment Risk
AWS utilizes strategic asset allocation strategies. Strategic asset allocation is subject to market risk and asset class risk. Risks associated with strategic asset allocation would not be considered unique or unusual. However, every type of investment involves a varying degree of risk. We rely upon past and current market information to perform our analyses. Information utilized in analyses is compiled from sources believed to be reliable, but accuracy can not be guaranteed. Our recommendations are subject to change based upon market performance and other conditions. We make no assurances that analyses will produce profitable investment returns.
Strategic Asset Allocation
AWS’ investment process begins through the determination of the asset allocation that is appropriate for the client’s risk tolerance. A client’s risk tolerance is predicated upon a variety of ...
Unlock Full Investment Process Description
Investment Risk
AWS utilizes strategic asset allocation strategies. Strategic asset allocation is subject to market risk and asset class risk. Risks associated with strategic asset allocation would not be considered unique or unusual. However, every type of investment involves a varying degree of risk. We rely upon past and current market information to perform our analyses. Information utilized in analyses is compiled from sources believed to be reliable, but accuracy can not be guaranteed. Our recommendations are subject to change based upon market performance and other conditions. We make no assurances that analyses will produce profitable investment returns.
Strategic Asset Allocation
AWS’ investment process begins through the determination of the asset allocation that is appropriate for the client’s risk tolerance. A client’s risk tolerance is predicated upon a variety of ...
Unlock Full Investment Process Description
ARIS WEALTH SERVICES Portfolio Concentration
ARIS WEALTH SERVICES Location
270 WALKER DR
STATE COLLEGE, Pennsylvania
UNITED STATES, 16801
STATE COLLEGE, Pennsylvania
UNITED STATES, 16801
ARIS WEALTH SERVICES Contact Information
Phone Number: 814-231-3710
Fax Number: 814-231-2222
Website: http://aris.lightport.com/welcome.asp
Fax Number: 814-231-2222
Website: http://aris.lightport.com/welcome.asp
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here