DREXEL MORGAN & Overview

Drexel Morgan & Company . is an investment advisor that manages 35.7 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 90MM in positions, representing 252% of the manager's regulatory AUM.

DREXEL MORGAN & StockAlpha

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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

DREXEL MORGAN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIG 7.89% ETF 2.75% -0.06% 0 6%
USMV 5.46% ETF -0.92% -0.23% 0 5%
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DREXEL MORGAN & Founders and Key Employees

Name Title In Position Since
George W. Connell Chairman, Ceo And President January-2007
Marieelena V. Ness Vice President & Chief Compliance Officer June-2009
Lynda M. Mcfeeley Vice President &Treasurer February-2010
Paul S. Rovner Vice President & Secretary October-2013
Francis J. Mirabello Director January-2012
John F. Mcgill Director March-2010
John A. Fry Director October-2013

DREXEL MORGAN & Brokers, Custodians, Auditors and Administrators

Type Company

DREXEL MORGAN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The evaluation method that Drexel Morgan utilizes for securities is Fundamental Analysis, which is the analysis of the facts that affect a company's underlying value. Examples of factors considered in fundamental analysis include debt, cash flow, supply and demand for the company's products, and so forth.

Drexel Morgan’s investment strategies and advice may vary depending upon each client’s specific financial situation. As such, Drexel Morgan determines investments and allocations based upon the client’s objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. Client restrictions and guidelines may affect the composition of portfolios.

Drexel Morgan generally seeks to invest client assets in the equity securities of US-based companies with a market capitalization of at least $5 billion that have consi...
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DREXEL MORGAN & Portfolio Concentration

DREXEL MORGAN & Location

THREE RADNOR CORPORATE CENTER
SUITE 450
RADNOR, Pennsylvania
UNITED STATES, 19087

DREXEL MORGAN & Contact Information

Phone Number: (610) 995-8733
Fax Number: DECEMBER
Website:

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