FRAGASSO GROUP INC. Overview

Fragasso Group Inc. is an investment advisor that manages 853.1 MM dollars in regulatory AUM and has 38 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 280MM in positions, representing 33% of the manager's regulatory AUM.

FRAGASSO GROUP INC. StockAlpha

-3.6%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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FRAGASSO GROUP INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 31.84% ETF 1.47% -0.01% 0 2%
EFA 16.36% ETF -4.33% -0.96% 0 13%
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FRAGASSO GROUP INC. Founders and Key Employees

Name Title In Position Since
Robert I. Fragasso Chief Executive Officer February-2011
Daniel J. Dingus President And Chief Operating Officer And Chief Compliance Officer December-2014
Christine L. Erimias Chief Financial Officer November-2014
Melissa A. Richey Executive Vp Sales And Marketing February-2014

FRAGASSO GROUP INC. Brokers, Custodians, Auditors and Administrators

Type Company

FRAGASSO GROUP INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FFA offers the investment advisory services described in this brochure through its advisory representatives. For more information about the individual advisory representative managing or handling your account, refer to the brochure supplement for the advisory representative, a copy of which you should have received along with this brochure.

Within a Program account, the FFA portfolio management department constructs portfolios using a diversified global asset allocation strategy driven by the unique objectives of each client. This strategy helps quantify expectations of risk and reward for the client. Our portfolio management department screens individual securities and predominantly institutional, no-load mutual funds for proper placement in each of the determined asset sectors within the portfolio. The portfolio is then monitored and stress-tested under a variety of possible economic
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FRAGASSO GROUP INC. Portfolio Concentration

FRAGASSO GROUP INC. Location

610 SMITHFIELD STREET
SUITE 400
PITTSBURGH, Pennsylvania
UNITED STATES, 15222

FRAGASSO GROUP INC. Contact Information

Phone Number: 412-227-3200
Fax Number: 412-227-3210
Website:

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