ESTATE COUNSELORS LLC Overview
Estate Counselors Llc is an investment advisor that manages 318.9 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/12 to 06/30/20. The fund's latest filing disclosed 623MM in positions, representing 195% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/12 to 06/30/20. The fund's latest filing disclosed 623MM in positions, representing 195% of the manager's regulatory AUM.
ESTATE COUNSELORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ESTATE COUNSELORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BND | 13.94% | ETF | 0.65% | -0.35% | 0 | 5% | ||
| AGG | 4.79% | ETF | 0.66% | -0.11% | 0 | 9% | ||
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FEATURED IN
ESTATE COUNSELORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew J. Willms | Managing Member And Chief Compliance Officer | February-2003 |
ESTATE COUNSELORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ESTATE COUNSELORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis and Investment Strategies
A. Step 1 - Construct efficient model portfolios for clients based on Modern Portfolio Theory.
1. Evaluate risk tolerance and investment objectives.
2. Identify an appropriate benchmark for a given level of risk tolerance.
3. Develop an efficient model portfolio of index tracking ETFs that maximizes diversification benefits.
4. Analyze the model portfolio's standard deviation, alpha, beta, Sharpe ratio, R-squared, and evaluate against a benchmark portfolio in an effort to promote the portfolio's efficiency.
B. Step 2 - Rebalance the portfolio to avoid style drift and risk concentration as follows:
1. Adjust the portfolio's target allocations to reflect proportionate changes in the relative values of the overall stock and bond markets. This component is based on Professor William Sharpe's research on adapti...
Unlock Full Investment Process Description
Our Methods of Analysis and Investment Strategies
A. Step 1 - Construct efficient model portfolios for clients based on Modern Portfolio Theory.
1. Evaluate risk tolerance and investment objectives.
2. Identify an appropriate benchmark for a given level of risk tolerance.
3. Develop an efficient model portfolio of index tracking ETFs that maximizes diversification benefits.
4. Analyze the model portfolio's standard deviation, alpha, beta, Sharpe ratio, R-squared, and evaluate against a benchmark portfolio in an effort to promote the portfolio's efficiency.
B. Step 2 - Rebalance the portfolio to avoid style drift and risk concentration as follows:
1. Adjust the portfolio's target allocations to reflect proportionate changes in the relative values of the overall stock and bond markets. This component is based on Professor William Sharpe's research on adapti...
Unlock Full Investment Process Description
ESTATE COUNSELORS LLC Portfolio Concentration
ESTATE COUNSELORS LLC Location
414 N. MAIN STREET
THIENSVILLE, Wisconsin
UNITED STATES, 53092
THIENSVILLE, Wisconsin
UNITED STATES, 53092
ESTATE COUNSELORS LLC Contact Information
Phone Number: 262-238-6996
Fax Number: 262-238-6999
Website: http://www.estatecounselors.com
Fax Number: 262-238-6999
Website: http://www.estatecounselors.com
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