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.

ARIS WEALTH SERVICES StockAlpha

-3.2%
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

ARIS WEALTH SERVICES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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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 ...
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ARIS WEALTH SERVICES Portfolio Concentration

ARIS WEALTH SERVICES Location

270 WALKER DR
STATE COLLEGE, Pennsylvania
UNITED STATES, 16801

ARIS WEALTH SERVICES Contact Information

Phone Number: 814-231-3710
Fax Number: 814-231-2222
Website:

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Disclaimer

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