FIRST FIDUCIARY Overview

First Fiduciary Investment Counsel Inc. is an investment advisor that manages 510.3 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 474MM in positions, representing 93% of the manager's regulatory AUM.

FIRST FIDUCIARY StockAlpha

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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

FIRST FIDUCIARY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 5.85% Financials 29.32% 0.16% 0 35%
JNJ 4.57% Health -4.31% -0.04% 0 34%
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FEATURED IN
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Pensions & Investments logo
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FIRST FIDUCIARY Founders and Key Employees

Name Title In Position Since
Mary F. Anderson President January-2006
William S. Henry Chief Operating Officer June-2012
Melissa A. Salisbury Chief Compliance Officer May-2013

FIRST FIDUCIARY Brokers, Custodians, Auditors and Administrators

Type Company

FIRST FIDUCIARY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss. Portfolio managers at First Fiduciary also receive a weekly “cash exceptions report” to alert them of situations where excess cash may have accumulated in an account.


Review Triggers
Other conditions that may trigger a review include dramatic market fluctuations, dramatic fluctuations in the prices of individual portfolio holdings, changes in tax laws, new investment information, and changes in a client's situation.


Regular Reports
Account reviewers are members of the firm's Investment Committee. They are instructed to consider the client's current security positions and the

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First Fiduciary Investment Counsel
likelihood that the performance of each security will contribute to the investment objectives of the client.

Unless we are instructed otherwise by their financial advisor, investment management clients receive written quarterly updates which ma...
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FIRST FIDUCIARY Portfolio Concentration

FIRST FIDUCIARY Location

6100 OAK TREE BLVD. SUITE 185
CLEVELAND, Ohio
UNITED STATES, 44131

FIRST FIDUCIARY Contact Information

Phone Number: 216-643-9100
Fax Number: 216-643-9200
Website:

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