FIRST PERSONAL Overview

First Personal Financial Services is an investment advisor that manages 329 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 342MM in positions, representing 104% of the manager's regulatory AUM.

FIRST PERSONAL 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 PERSONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 2.85% ETF 6.79% 0.08% 0 7%
CIU 2.38% ETF -2.01% -0.08% 0 3%
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FEATURED IN
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FIRST PERSONAL Founders and Key Employees

Name Title In Position Since
Mary A. Rinehart Owner/Chief Executive Officer June-1993
Daniele M. Donahoe President And Chief Investment Officer January-2014
Sandra B. Carlson Chief Compliance Officer May-2013

FIRST PERSONAL Brokers, Custodians, Auditors and Administrators

Type Company

FIRST PERSONAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Getting to Know Our Clients
Rinehart Wealth Management gets to know our clients and their tolerance for risk before formulating investment advice. We begin this process by asking clients to complete a risk tolerance questionnaire and a life goals
questionnaire. The risk tolerance questionnaire helps us evaluate our clients’ knowledge of investments and how market risk affects the value of investments, as well as how risk can lead to losses. The life goals questionnaire
helps us to understand our clients’ views and beliefs about money.

These questionnaires are reviewed with the client by their assigned Financial Advisor and Investment Manager prior to developing an investment strategy or making investment recommendations. This discussion provides everyone involved with the opportunity to ask questions and address them thoroughly. This dialogue around risk, the markets and the possibility of loss le...
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FIRST PERSONAL Portfolio Concentration

FIRST PERSONAL Location

521 E. MOREHEAD ST
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619

FIRST PERSONAL Contact Information

Phone Number: 704-374-0646
Fax Number: 704-377-0746
Website:

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