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 09/30/16. The fund's latest filing disclosed 503MM in positions, representing 41% of the manager's regulatory AUM.

COURIER CAPITAL CORP StockAlpha

-1.7%
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

COURIER CAPITAL CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVW 8.65% ETF 0.5% -0.31% 1 2%
IVV 6.81% ETF 4.07% -0% 0 9%
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FEATURED IN
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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

...
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COURIER CAPITAL CORP Portfolio Concentration

COURIER CAPITAL CORP Location

1114 DELAWARE AVENUE
BUFFALO, New York
UNITED STATES, 14209

COURIER CAPITAL CORP Contact Information

Phone Number: 716-883-9595
Fax Number: 716-883-8048
Website:

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