BOYS ARNOLD & COMPANY Overview
Boys Arnold & Company Inc is an investment advisor that manages 991.7 MM dollars in regulatory AUM and has 22 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 556MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 556MM in positions, representing 56% of the manager's regulatory AUM.
BOYS ARNOLD & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOYS ARNOLD & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.31% | ETF | 19.67% | -0.02% | 0 | 8% | ||
| LOW | 7.19% | Cons. Disc. | 54.27% | 1.43% | 0 | 20% | ||
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FEATURED IN
BOYS ARNOLD & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas C. Arnold | Member, Board Of Directors | July-1995 |
| Jon L. Vannice | President | December-1995 |
| John P. Rhodin | Vice President & Chief Compliance Officer | April-1995 |
| Stanley H. Cocke | Secretary | December-2001 |
| Jay G. Reese | Investment Counselor | December-2014 |
BOYS ARNOLD & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOYS ARNOLD & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We believe each client represents a unique situation and therefore the development of an investment policy statement is an integral step in determining the investment advice and asset allocation required to meet a client’s goals. This process includes an assessment of a client’s ability and willingness to accept certain levels of risk in the investment mix. With this risk profile in mind, and other constraints such as time horizon, tax factors, liquidity issues, and other unique circumstances, an appropriate asset allocation is developed.
Our strategy to investing is based on the time-tested principles of diversification, both among and within asset classes, and the avoidance of extreme positions. It is our belief that a well-diversified portfolio provides a client with the best opportunity to reach their objective while managing volatility at acceptable levels.
Boys, Arnold & Company employs ...
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We believe each client represents a unique situation and therefore the development of an investment policy statement is an integral step in determining the investment advice and asset allocation required to meet a client’s goals. This process includes an assessment of a client’s ability and willingness to accept certain levels of risk in the investment mix. With this risk profile in mind, and other constraints such as time horizon, tax factors, liquidity issues, and other unique circumstances, an appropriate asset allocation is developed.
Our strategy to investing is based on the time-tested principles of diversification, both among and within asset classes, and the avoidance of extreme positions. It is our belief that a well-diversified portfolio provides a client with the best opportunity to reach their objective while managing volatility at acceptable levels.
Boys, Arnold & Company employs ...
Unlock Full Investment Process Description
BOYS ARNOLD & COMPANY Portfolio Concentration
BOYS ARNOLD & COMPANY Location
1272 HENDERSONVILLE RD
ASHEVILLE, North Carolina
UNITED STATES, 28803
ASHEVILLE, North Carolina
UNITED STATES, 28803
BOYS ARNOLD & COMPANY Contact Information
Phone Number: 828-274-1542
Fax Number: 828-277-9233
Website: http://boysarnold.com
Fax Number: 828-277-9233
Website: http://boysarnold.com
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