Cobiz Investment Management Llc is an investment advisor that manages 866.1 MM dollars in regulatory AUM and has 23 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/05 to 06/30/16. The fund's latest filing disclosed 397MM in positions, representing 46% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COBIZ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 5.79% ETF 2.31% -0.02% 0 2%
SDY 4.82% ETF -2.19% -0.22% 0 4%
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COBIZ INVESTMENT Founders and Key Employees

Name Title In Position Since
Howard T. Alexander Director January-2015
Rita K. Day Chief Compliance Officer June-2009
John R. Cormey Director November-2014
Lynn D. Monahan Chief Operations Officer July-2010
Scott E. Page Executive Vice President And Director March-2012
Agnes E. Ryan President November-2014
Christopher C. Freimuth Chief Investment Officer January-2015

COBIZ INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

COBIZ INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
CoBiz Wealth uses fundamental, technical, and cyclical analysis and charting when formulating investment advice. The main sources of information CoBiz Wealth utilizes include: financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission and company press releases. The investment strategies used to implement any investment
advice given to clients include primarily long-term purchases (securities held at least a year), but may also include: short-term purchases (securities sold within a year), separately managed accounts, option
writing, including covered options, uncovered options or spreading strategies.

Investing in securities involves risk of loss that clients should be prepared to bear.

In recommending an investment stra...
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COBIZ INVESTMENT Portfolio Concentration


1099 18TH STREET
SUITE 3000
DENVER, Colorado
UNITED STATES, 80202-1942

COBIZ INVESTMENT Contact Information

Phone Number: 303-291-4700
Fax Number: 303-292-2966



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