INSIGHT 2811 INC. Overview
Insight 2811 Inc. is an investment advisor that manages 807.5 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/05 to 12/31/22. The fund's latest filing disclosed 162MM in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 12/31/22. The fund's latest filing disclosed 162MM in positions, representing 20% of the manager's regulatory AUM.
INSIGHT 2811 INC. StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
INSIGHT 2811 INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SHY | 22.99% | ETF | 1.97% | 0.11% | 0 | 4% | ||
| VGSH | 20.05% | ETF | 2% | 0.11% | 0 | 6% | ||
|
Get the Full Report |
||||||||
FEATURED IN
INSIGHT 2811 INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Arthur E. Zaske | President | March-1997 |
| Arthur E. Zaske | Chief Compliance Officer | March-1997 |
| Joseph A. Nathan | Shareholder | May-2006 |
| Jeffrey R. Keen | Vice President Business Development | December-2012 |
| Michael J. Lafontaine | Vice President Business Development | December-2012 |
| Dan Danzig | Chief Operating Officer | December-2012 |
INSIGHT 2811 INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
INSIGHT 2811 INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
A. Methods of Analysis. Advisor employs a wide range of information in formulating investment advice and managing assets. Information sources include, but are not limited to the following: (i) financial newspapers and magazines, (ii) research prepared by other organizations, (iii) annual reports,
AZA Capital Management 6 of 19 April 29, 2015
Form ADV Part 2A
prospectuses, and other SEC filings, and (iv) company press releases, presentations, and other corporate communications. Advisor also purchases and reviews information from recognized financial services information aggregators. Advisor creates and currently utilizes customized screening programs populated with the data...
Get the Full Report
Investing in securities involves risk of loss that clients should be prepared to bear.
A. Methods of Analysis. Advisor employs a wide range of information in formulating investment advice and managing assets. Information sources include, but are not limited to the following: (i) financial newspapers and magazines, (ii) research prepared by other organizations, (iii) annual reports,
AZA Capital Management 6 of 19 April 29, 2015
Form ADV Part 2A
prospectuses, and other SEC filings, and (iv) company press releases, presentations, and other corporate communications. Advisor also purchases and reviews information from recognized financial services information aggregators. Advisor creates and currently utilizes customized screening programs populated with the data...
Get the Full Report
INSIGHT 2811 INC. Portfolio Concentration
INSIGHT 2811 INC. Location
755 W. BIG BEAVER ROAD
SUITE 1275
TROY, Michigan
UNITED STATES, 48084
SUITE 1275
TROY, Michigan
UNITED STATES, 48084
INSIGHT 2811 INC. Contact Information
Phone Number: 248 687-7200
Fax Number: 248 687-7206
Website: http://www.azacapital.com
Fax Number: 248 687-7206
Website: http://www.azacapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
