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 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 74% of the manager's regulatory AUM.
FINANCIAL COUNSELORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FINANCIAL COUNSELORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.89% | Tech | 6.16% | -0.32% | 0 | 39% | ||
| MSFT | 4.09% | Tech | 19.44% | 0.29% | 0 | 45% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
FINANCIAL COUNSELORS Portfolio Concentration
FINANCIAL COUNSELORS Location
442 WEST 47TH STREET
KANSAS CITY, Missouri
UNITED STATES, 64112-1903
KANSAS CITY, Missouri
UNITED STATES, 64112-1903
FINANCIAL COUNSELORS Contact Information
Phone Number: 816-329-1500
Fax Number: 816-329-1505
Website: http://www.fciadvisors.com
Fax Number: 816-329-1505
Website: http://www.fciadvisors.com
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