EMERY HOWARD Overview
Emery Howard Portfolio Management Inc. is an investment advisor that manages 1 BN dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/21. The fund's latest filing disclosed 773MM in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/21. The fund's latest filing disclosed 773MM in positions, representing 75% of the manager's regulatory AUM.
EMERY HOWARD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EMERY HOWARD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
EMERY HOWARD Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael K. Howard | President, Portfolio Manager | January-2001 |
| Frank C. Marinaro | Managing Director, Portfolio Management And Chief Compliance Officer | May-2005 |
| Robert D. Gross | Managing Director, Financial Planning | August-2006 |
EMERY HOWARD Brokers, Custodians, Auditors and Administrators
| Type | Company |
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EMERY HOWARD Investment Strategy
Item 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss
METHODS OF ANALYSIS AND INVESTMENT STRATEGY
Our portfolio managers focus on strategic asset allocation for our clients. We seek to optimize our client’s portfolios employing global diversification, focusing on return expectations, and selecting complimentary asset classes. Client portfolios are constructed around equity and fixed income investments utilizing exchange traded funds (ETFs), institutional class mutual funds, and individual bonds. We base our analysis upon information derived from market publications, commercially available software, securities rating services and corporate financial information.
9
Specific investments are selected on a basis of expectations of future performance, transaction costs, diversification and the specific financial profile of each client account. When choosing mutual funds Emery Howard attempts to select low cost funds w...
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METHODS OF ANALYSIS AND INVESTMENT STRATEGY
Our portfolio managers focus on strategic asset allocation for our clients. We seek to optimize our client’s portfolios employing global diversification, focusing on return expectations, and selecting complimentary asset classes. Client portfolios are constructed around equity and fixed income investments utilizing exchange traded funds (ETFs), institutional class mutual funds, and individual bonds. We base our analysis upon information derived from market publications, commercially available software, securities rating services and corporate financial information.
9
Specific investments are selected on a basis of expectations of future performance, transaction costs, diversification and the specific financial profile of each client account. When choosing mutual funds Emery Howard attempts to select low cost funds w...
Get the Full Report
EMERY HOWARD Portfolio Concentration
EMERY HOWARD Location
333 LORTON AVENUE
BURLINGAME, California
UNITED STATES, 94010
BURLINGAME, California
UNITED STATES, 94010
EMERY HOWARD Contact Information
Phone Number: 650-579-7100
Fax Number: 650-579-7313
Website: http://www.emeryhoward.com
Fax Number: 650-579-7313
Website: http://www.emeryhoward.com
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