COURIER CAPITAL CORP Overview
Courier Capital Corp is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/02 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/02 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 86% of the manager's regulatory AUM.
COURIER CAPITAL CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COURIER CAPITAL CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 8.68% | ETF | 11.2% | 0.19% | 0 | 7% | ||
| IVV | 5.65% | ETF | 8.9% | -0.01% | 0 | 13% | ||
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FEATURED IN
COURIER CAPITAL CORP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Randy M. Ordines | Treasurer | February-1991 |
| William H. Gurney | Secretary | December-2006 |
| Bruce B. Kaz | President & Chief Compliance Officer | January-2000 |
| Thomas J. Hanlon | Director Of Retirement Plan Services | January-2010 |
COURIER CAPITAL CORP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
COURIER CAPITAL CORP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies
As mentioned in Item 4 above, Courier utilizes various methods of analysis in formulating its investment advice for managing assets. Courier employs a defined process for each step in the investment management cycle. This includes ongoing selection, implementation and monitoring.
Courier carefully selects its investments by beginning with a performance evaluation and screen of the broadest possible universe of assets and fund managers (collectively, “Managers”). Managers that qualify from a performance standpoint are then examined to determine their process for security selection, portfolio construction and sell decisions. Once that evaluation is complete, a qualitative examination of the management firm is conducted. During this phase, Courier gains insights through reviewing reports from external industry data providers, including
...
Unlock Full Investment Process Description
A. Methods of Analysis and Investment Strategies
As mentioned in Item 4 above, Courier utilizes various methods of analysis in formulating its investment advice for managing assets. Courier employs a defined process for each step in the investment management cycle. This includes ongoing selection, implementation and monitoring.
Courier carefully selects its investments by beginning with a performance evaluation and screen of the broadest possible universe of assets and fund managers (collectively, “Managers”). Managers that qualify from a performance standpoint are then examined to determine their process for security selection, portfolio construction and sell decisions. Once that evaluation is complete, a qualitative examination of the management firm is conducted. During this phase, Courier gains insights through reviewing reports from external industry data providers, including
...
Unlock Full Investment Process Description
COURIER CAPITAL CORP Portfolio Concentration
COURIER CAPITAL CORP Location
1114 DELAWARE AVENUE
BUFFALO, New York
UNITED STATES, 14209
BUFFALO, New York
UNITED STATES, 14209
COURIER CAPITAL CORP Contact Information
Phone Number: 716-883-9595
Fax Number: 716-883-8048
Website: http://www.couriercapital.com
Fax Number: 716-883-8048
Website: http://www.couriercapital.com
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