ESSEX FINANCIAL Overview

Essex Financial Services Inc. is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 43 employees, of which 39 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 418MM in positions, representing 17% of the manager's regulatory AUM.

ESSEX FINANCIAL StockAlpha

-1.3%
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

ESSEX FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GE 3.86% Industrials 5.23% -0.09% 0 34%
XOM 3.7% Energy 1.21% -0.15% 0 29%
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FEATURED IN
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ESSEX FINANCIAL Founders and Key Employees

Name Title In Position Since
John William Rafal Director April-2003
Gregory Ralph Shook Director April-2003
Granville Roy Morris Director April-2003
Jayne Griffin Mather Director April-2003
Michael Dennis Orourke Chief Compliance Officer August-2004
William John Jr Terribile Financial And Operations Principal, Rosfp December-2004
Alison Leslie Woodstock Rosfp July-2007
Leon Joseph Olivier Director July-2009
Douglas Paul Chairman August-2013
David Speirs Director April-2013
Bruce Glowac Director October-2013
Ronald Clark Nelson Chief Operating Officer May-2013
Charles Robert Jr Cumello President & Ceo, Director December-2013
Mary Boone Director November-2013

ESSEX FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

ESSEX FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


ANALYSIS AND SCREENING PROCESS

Analysis and investment strategies for individual “Flagship Accounts” are part of a customized process based on interview and understanding of clients’ needs and objectives. Financial Advisors work closely with individual clients to determine suitability of investments and portfolio construction.

The EFS Investment Committee is comprised of a number of the firm’s Financial Advisors who provide investment advisory services. The Investment Committee actively screens investment opportunities, including mutual funds, individual stocks, Exchange Traded Funds (“ETF”s) and debt securities utilizing third party services and in-house criteria. Investment Committee screening aims to produce actionable “Research Lists” which can be further reviewed in light of a clients’ needs and objectives. “Research Lists” are examined and updated on an ongoing and a...
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ESSEX FINANCIAL Portfolio Concentration

ESSEX FINANCIAL Location

176 WESTBROOK ROAD
ESSEX, Connecticut
UNITED STATES, 06426

ESSEX FINANCIAL Contact Information

Phone Number: 860-767-4300
Fax Number: 860-767-4310
Website:

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