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 09/30/16. The fund's latest filing disclosed 419MM in positions, representing 40% of the manager's regulatory AUM.

EMERY HOWARD StockAlpha

-4.1%
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

EMERY HOWARD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 31.64% ETF 2.5% 0% 0 29%
VEA 11.38% ETF -2.43% -0.56% 0 8%
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FEATURED IN
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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

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.






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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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EMERY HOWARD Portfolio Concentration

EMERY HOWARD Location

333 LORTON AVENUE
BURLINGAME, California
UNITED STATES, 94010

EMERY HOWARD Contact Information

Phone Number: 650-579-7100
Fax Number: 650-579-7313
Website:

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