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 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 67% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/06 to 09/30/20. The fund's latest filing disclosed 2BN in positions, representing 67% of the manager's regulatory AUM.
BKD WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BKD WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 30.65% | ETF | 16.18% | 1.02% | 1 | 8% | ||
| VFWSX | 11.97% | ETF | 20.12% | 1.05% | 1 | 4% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BKD WEALTH ADVISORS Portfolio Concentration
BKD WEALTH ADVISORS Location
910 EAST ST LOUIS ST
SUITE 200
SPRINGFIELD, Missouri
UNITED STATES, 65806
SUITE 200
SPRINGFIELD, Missouri
UNITED STATES, 65806
BKD WEALTH ADVISORS Contact Information
Phone Number: 417.866.5822
Fax Number: 417.865.0682
Website: null
Fax Number: 417.865.0682
Website: null
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