FINANCIAL COUNSELORS Overview

Financial Counselors Inc is an investment advisor that manages 6.3 BN dollars in regulatory AUM and has 59 employees, of which 41 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 2BN in positions, representing 26% of the manager's regulatory AUM.

FINANCIAL COUNSELORS StockAlpha

-0.9%
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

FINANCIAL COUNSELORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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FINANCIAL COUNSELORS Founders and Key Employees

Name Title In Position Since
Graham T. Hunt Director December-1994
Bryant P. Barnes Director, Vice Chairman, Treasurer April-2002
Robert T. Hunter Director, Vice Chairman April-2003
Mark S. Allison Director, Executive Vice President April-2008
William M. Courtney Director, Senior Vice President April-2008
Peter G. Greig Director, Senior Vice President February-1998
Bradley A. Bergman Director, Chairman Of The Board August-2011
Stuart C. Berkley Director, Senior Vice President April-2008
Brian E. Perott Director, Senior Vice President, Assistant Secretary April-2008
Val F. Schaff Director, Senior Vice President, Assistant Secretary April-2008
Alfred C. Hagemann Director October-2003
Gary B. Cloud Director, Senior Vice President April-2008
Amy L. Schaff Senior Vice President & Chief Compliance Officer, Secretary, Asst. Treasurer July-2010
Jody M. Collins Chief Financial Officer January-2004
Eugene J. Helm Director, Managing Director July-2010
Paul D. Cox Director, Senior Vice President, Portfolio Manager April-2013
William E. Koehler Director, President And C.E.O August-2014

FINANCIAL COUNSELORS Brokers, Custodians, Auditors and Administrators

Type Company

FINANCIAL COUNSELORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
Security analysis methods may include charting, fundamental analysis, technical
analysis, and cyclical analysis.

The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Other sources of information may include Morningstar Principia mutual fund information, Morningstar Principia stock information, and the World Wide Web.

Asset Allocation Strategy

Investment Process

FCI’s investment goals are to provide clients with superior long-term returns while controlling risks. Our tactical asset allocation process evaluates current market conditions and investment indicators to strate...
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FINANCIAL COUNSELORS Portfolio Concentration

FINANCIAL COUNSELORS Location

442 WEST 47TH STREET
KANSAS CITY, Missouri
UNITED STATES, 64112-1903

FINANCIAL COUNSELORS Contact Information

Phone Number: 816-329-1500
Fax Number: 816-329-1505
Website:

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