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 03/31/20. The fund's latest filing disclosed 369MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 369MM in positions, representing 72% of the manager's regulatory AUM.
FIRST FIDUCIARY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST FIDUCIARY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.98% | Tech | 16.25% | -0.43% | 0 | 47% | ||
| VZ | 5.21% | Telecom | 4.93% | -0.38% | 0 | 28% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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
- 12 -
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...
Unlock Full Investment Process Description
FIRST FIDUCIARY Portfolio Concentration
FIRST FIDUCIARY Location
6100 OAK TREE BLVD. SUITE 185
CLEVELAND, Ohio
UNITED STATES, 44131
CLEVELAND, Ohio
UNITED STATES, 44131
FIRST FIDUCIARY Contact Information
Phone Number: 216-643-9100
Fax Number: 216-643-9200
Website: http://firstfiduciary.com
Fax Number: 216-643-9200
Website: http://firstfiduciary.com
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Disclaimer
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