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 09/30/16. The fund's latest filing disclosed 258MM in positions, representing 81% of the manager's regulatory AUM.

ESTATE COUNSELORS LLC StockAlpha

-1.2%
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

ESTATE COUNSELORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 7.22% ETF -2.14% -0.31% 0 5%
QQQ 6.11% ETF -1.55% -0.26% 0 16%
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FEATURED IN
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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...
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ESTATE COUNSELORS LLC Portfolio Concentration

ESTATE COUNSELORS LLC Location

414 N. MAIN STREET
THIENSVILLE, Wisconsin
UNITED STATES, 53092

ESTATE COUNSELORS LLC Contact Information

Phone Number: 262-238-6996
Fax Number: 262-238-6999
Website:

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