BOYER & CORPORON Overview
Boyer & Corporon Wealth Management Llc is an investment advisor that manages 396.7 MM dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to . The fund's latest filing disclosed 335MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to . The fund's latest filing disclosed 335MM in positions, representing 84% of the manager's regulatory AUM.
BOYER & CORPORON StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOYER & CORPORON Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SCHF | 5.74% | ETF | -8.35% | -0.15% | 0 | 0% | ||
SRE | 3.81% | Utilities | -1.75% | -0.15% | 0 | 0% | ||
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BOYER & CORPORON Founders and Key Employees
Name | Title | In Position Since |
---|
Richard W. Boyer | Member | August-2007 |
Melinda K. Corporon | Member | August-2007 |
Steven B. Hackleman | Chief Compliance Officer | September-2007 |
BOYER & CORPORON Brokers, Custodians, Auditors and Administrators
Type | Company |
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BOYER & CORPORON Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The method of analysis BCWM will utilize includes: charting, fundamental, technical and cyclical.
Investment strategies that could be utilized by BCWM include short and long-term purchases, margin transactions and option writing, including covered options, uncovered options or spreading strategies. Investing in securities involve risk of loss that
clients should be prepared to bear. For further explanation of the material risks related to each investment strategy, clients should contact the Chief Investment Officer at 913-685-
2300.
In order to analyze different securities, BCWM uses a variety of information including but not limited to, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, SEC filings and company press releases. Much of this data is retrieved fr...
Unlock Full Investment Process Description
The method of analysis BCWM will utilize includes: charting, fundamental, technical and cyclical.
Investment strategies that could be utilized by BCWM include short and long-term purchases, margin transactions and option writing, including covered options, uncovered options or spreading strategies. Investing in securities involve risk of loss that
clients should be prepared to bear. For further explanation of the material risks related to each investment strategy, clients should contact the Chief Investment Officer at 913-685-
2300.
In order to analyze different securities, BCWM uses a variety of information including but not limited to, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, SEC filings and company press releases. Much of this data is retrieved fr...
Unlock Full Investment Process Description
BOYER & CORPORON Portfolio Concentration
BOYER & CORPORON Location
14221 METCALF AVE
SUITE 201
OVERLAND PARK, Kansas
UNITED STATES, 66223
SUITE 201
OVERLAND PARK, Kansas
UNITED STATES, 66223
BOYER & CORPORON Contact Information
Phone Number: 913-685-2300
Fax Number: 913-685-2311
Website: http://www.boyercorporon.com
Fax Number: 913-685-2311
Website: http://www.boyercorporon.com
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