FAMILY FIRM INC. Overview

Family Firm Inc. is an investment advisor that manages 514.3 MM dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 210MM in positions, representing 41% of the manager's regulatory AUM.

FAMILY FIRM INC. StockAlpha

-2.3%
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

FAMILY FIRM INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IUSV 16.09% ETF 7.77% 0.6% 10 2%
VEA 8.53% ETF -1.07% -0.44% 0 8%
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FEATURED IN
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FAMILY FIRM INC. Founders and Key Employees

Name Title In Position Since
Mary A. Malgoire Chief Compliance Officer May-1984
Nathan J. Gendelman President & Director Of Investments December-2012

FAMILY FIRM INC. Brokers, Custodians, Auditors and Administrators

Type Company

FAMILY FIRM INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The Family Firm offers comprehensive financial and investment management. The investment strategy is a component of the overall financial management process and is designed to support a client’s financial goals, both long and short term. Because the investment strategy is a component of an individual client’s own unique goals and circumstances, it is a fact that no two clients have the same precise investment strategy, plan, or portfolio.


Despite the unique nature of each client portfolio, all investment portfolios of Family Firm clients share the following characteristics: They are diversified across asset classes, and they are diversified within each asset class.


The Family Firm’s investment strategy identifies seven asset classes. Cash, bonds denominated in dollars, bonds denominated in foreign currency, stocks of US-based companies, stocks of foreign-based companies, commerc...
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FAMILY FIRM INC. Portfolio Concentration

FAMILY FIRM INC. Location

8120 WOODMONT AVENUE
SUITE 630
BETHESDA, Maryland
UNITED STATES, 20814

FAMILY FIRM INC. Contact Information

Phone Number: 301-656-3999
Fax Number: 301-656-0935
Website:

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