BKD WEALTH ADVISORS Overview

Bkd Wealth Advisors Llc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 62 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/06 to 09/30/16. The fund's latest filing disclosed 718MM in positions, representing 28% of the manager's regulatory AUM.

BKD WEALTH ADVISORS StockAlpha

-3.7%
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

BKD WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 28.45% ETF 1.78% 0.06% 1 10%
VEU 15.86% ETF -3.87% -0.87% 1 2%
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FEATURED IN
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BKD WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Jack E. Thurman President December-2001
Michael W. Burlew Regional Managing Partner June-2008
Nicole D. Chapman Chief Compliance Officer October-2013
Jeffrey A. Layman Chief Investment Officer April-2008
Steven L. Toomey Principal June-2006

BKD WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

BKD WEALTH ADVISORS Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies & Risk of Loss

ANALYSIS

Family Office utilizes a variety of resources and methods to conduct our analysis. These include, but are not limited to: fundamental analysis, technical analysis, and cyclical information and analysis. Our primary resources for obtaining information are research materials prepared by others, financial newspapers and magazines, corporate rating
services, company annual reports and press releases, prospectuses and SEC filings.

INVESTMENT STRATEGIES

Investment strategies are based six fundamental investment beliefs:

 Global diversification reduces portfolio risk and improves return potential

 Both active and passive management have a place in portfolio design

 Investor emotions and behavior often impact investment results

 Initial valuation matters, and is a critical factor determining the future return potenti...
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BKD WEALTH ADVISORS Portfolio Concentration

BKD WEALTH ADVISORS Location

910 EAST ST LOUIS ST
SUITE 200
SPRINGFIELD, Missouri
UNITED STATES, 65806

BKD WEALTH ADVISORS Contact Information

Phone Number: 417.866.5822
Fax Number: 417.865.0682
Website:

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