BSW WEALTH PARTNERS Overview

Bsw Wealth Partners is an investment advisor that manages 797 MM dollars in regulatory AUM and has 16 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 183MM in positions, representing 23% of the manager's regulatory AUM.

BSW WEALTH PARTNERS StockAlpha

-5.4%
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

BSW WEALTH PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 26.58% ETF -4.09% -1.51% 0 13%
IVV 16.8% ETF 1.54% -0% 0 9%
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FEATURED IN
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BSW WEALTH PARTNERS Founders and Key Employees

Name Title In Position Since
Drew S. Simon Officer January-1994
Debi C. Baydush Officer January-1994
Benjamin R. Weaver Officer January-2000
David C. Wolf Officer January-2007
Raliegh D. Riddoch Officer, Chief Compliance Officer January-2014

BSW WEALTH PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company

BSW WEALTH PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Impact Strategies: Evaluation of securities using a proprietary assessment and ranking methodology to target three thematic investment areas: economic restoration, community development, and green initiatives. Analysis includes both quantitative and qualitative factors.


Risks Associated with Impact Strategies: Impact investing strategies will generally favor certain economic sectors and/or issuer types over others. Although R3 strives to maintain adequate and sufficient diversification across economic sectors and/or issuer types, portfolio concentration may occur. The R3 Impact Bond Strategy targets three thematic areas (economic restoration, community development, and green initiatives) for which there may be a limited supply of bonds and which may negatively affect investment returns. The strategy’s Impact screening methodologies also narrow the manager’s opportunity set of potential inves...
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BSW WEALTH PARTNERS Portfolio Concentration

BSW WEALTH PARTNERS Location

2336 PEARL STREET
BOULDER, Colorado
UNITED STATES, 80302

BSW WEALTH PARTNERS Contact Information

Phone Number: 303-444-9696
Fax Number: 303-444-8585
Website:

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