CUE FINANCIAL GROUP Overview

Cue Financial Group Inc. is an investment advisor that manages 338.2 MM dollars in regulatory AUM and has 54 employees, of which 42 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 119MM in positions, representing 35% of the manager's regulatory AUM.

CUE FINANCIAL GROUP StockAlpha

-3.1%
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

CUE FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 3.84% ETF 2.76% 0.05% 0 2%
VIG 2.64% ETF 0.92% -0.01% 0 6%
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FEATURED IN
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CUE FINANCIAL GROUP Founders and Key Employees

Name Title In Position Since
James Edward Sollenberger Chairman January-2003
Michael R. Melby Ceo/President/ Chief Compliance Officer January-2003
Judith Ann Kuplic Executive Vice President/Secretary September-1987

CUE FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

CUE FINANCIAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

CUE IA Reps evaluate the client’s current investments to determine whether they are consistent with his/her financial objectives. Then, utilizing generally accepted asset allocation and suitability factors, the IA Rep will propose a portfolio designed to help the client attain their objectives. We may use some or all of the following methods of analysis in formulating our investment advice and/or managing client assets:

Asset Allocation: Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance. A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of securities, fixed income, and cash will change over time due to stock and...
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CUE FINANCIAL GROUP Portfolio Concentration

CUE FINANCIAL GROUP Location

3200 N. CENTRAL AVE
SUITE #200
PHOENIX, Arizona
UNITED STATES, 85012

CUE FINANCIAL GROUP Contact Information

Phone Number: 602-252-0911
Fax Number: 602-952-9040
Website:

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