EVANSON ASSET Overview
Evanson Asset Management Llc is an investment advisor that manages 3.5 BN dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 961MM in positions, representing 27% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 961MM in positions, representing 27% of the manager's regulatory AUM.
EVANSON ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EVANSON ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DFAC | 11.86% | Financials | 4.27% | 0.06% | 3 | 0% | ||
| PHYS | 9.75% | ETF | 0.64% | -0.18% | 4 | 0% | ||
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FEATURED IN
EVANSON ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven E. Evanson | Managing Member/Chief Compliance Officer | April-2005 |
EVANSON ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EVANSON ASSET Investment Strategy
Item 8: Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
General
Academic research reveals that strategic asset allocation is determinative of the majority of the long-term gross returns of investor’s portfolios. We will construct an asset allocation plan for your accounts unless you wish otherwise. The plan is the basis of the strategy we will use to assist you in meeting your stated long term personal financial goals. The advice which we provide is based upon long-term investment strategies which incorporate the principles of Modern Portfolio Theory. The utilization of several different asset classes as part of an investor’s portfolio is emphasized, as this has been shown to usually effect a
reduction in portfolio volatility (i.e., the standard deviation of the portfolio returns) over long periods of time. We allocate and diversify your assets among various asset classes and then among individual investm...
Get the Full Report
Methods of Analysis
General
Academic research reveals that strategic asset allocation is determinative of the majority of the long-term gross returns of investor’s portfolios. We will construct an asset allocation plan for your accounts unless you wish otherwise. The plan is the basis of the strategy we will use to assist you in meeting your stated long term personal financial goals. The advice which we provide is based upon long-term investment strategies which incorporate the principles of Modern Portfolio Theory. The utilization of several different asset classes as part of an investor’s portfolio is emphasized, as this has been shown to usually effect a
reduction in portfolio volatility (i.e., the standard deviation of the portfolio returns) over long periods of time. We allocate and diversify your assets among various asset classes and then among individual investm...
Get the Full Report
EVANSON ASSET Portfolio Concentration
EVANSON ASSET Location
EVANSON ASSET Contact Information
Phone Number: 831-333-2060
Fax Number: 831-333-2063
Website: null
Fax Number: 831-333-2063
Website: null
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