DISCRETIONARY Overview
Discretionary Management Services Llc is an investment advisor that manages 307.8 MM dollars in regulatory AUM and has 0 employees, of which 0 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 09/30/16. The fund's latest filing disclosed 29MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 09/30/16. The fund's latest filing disclosed 29MM in positions, representing 10% of the manager's regulatory AUM.
DISCRETIONARY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DISCRETIONARY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
DISCRETIONARY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert F. Trust Marchesi | Member | February-2015 |
| Thomas C. Woolwine | Member And President | February-2010 |
| Christina R. Danner | Portfolio Manager | October-2007 |
| Timothy J. Marchesi | Portfolio Manager & Cio | October-2007 |
| James F. Dykstal | Portfolio Manager | November-2010 |
| Adam J. Strumpf | Chief Compliance Officer | May-2011 |
DISCRETIONARY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Custodian | Pro |
DISCRETIONARY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. DMS clients’ assets are typically diversified by asset class and investment style. Material risks such as market risk, interest rate risk, default risk, liquidity risk, and inflation risk are discussed with each client at the
total fund, asset class, and security levels as part of the consultative process.
Methods of Analysis
DMS uses internally developed research and analysis of the markets and economic conditions to oversee client portfolios. Through a facilities and services agreement with DeMarche Associates, Inc., the firm has access to security, market and economic databases for research. Sources of information DMS uses to make recommendations are research materials prepared by DeMarche Associates and others, corporate rating services, the DeMarche’s proprietary investment manager database and
...
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Investing in securities involves risk of loss that clients should be prepared to bear. DMS clients’ assets are typically diversified by asset class and investment style. Material risks such as market risk, interest rate risk, default risk, liquidity risk, and inflation risk are discussed with each client at the
total fund, asset class, and security levels as part of the consultative process.
Methods of Analysis
DMS uses internally developed research and analysis of the markets and economic conditions to oversee client portfolios. Through a facilities and services agreement with DeMarche Associates, Inc., the firm has access to security, market and economic databases for research. Sources of information DMS uses to make recommendations are research materials prepared by DeMarche Associates and others, corporate rating services, the DeMarche’s proprietary investment manager database and
...
Get the Full Report
DISCRETIONARY Portfolio Concentration
DISCRETIONARY Location
6700 ANTIOCH ROAD
ANTIOCH PLACE, SUITE 420
MERRIAM, Kansas
UNITED STATES, 66204-1497
ANTIOCH PLACE, SUITE 420
MERRIAM, Kansas
UNITED STATES, 66204-1497
DISCRETIONARY Contact Information
Phone Number: 913-981-1345
Fax Number: 913-981-1380
Website: http://www.dms-demarche.com
Fax Number: 913-981-1380
Website: http://www.dms-demarche.com
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