INVESTORS ASSET Overview
Investors Asset Management Of Georgia Inc is an investment advisor that manages 176.6 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 172MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/21. The fund's latest filing disclosed 172MM in positions, representing 98% of the manager's regulatory AUM.
INVESTORS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INVESTORS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EFX | 11.1% | Industrials | 28.74% | 3.08% | 0 | 0% | ||
| INS | 6.47% | Industrials | -23.39% | -1.58% | 2 | 0% | ||
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FEATURED IN
INVESTORS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Timothy M. Rigby | President, Chief Compliance Officer | March-1990 |
| Fredrick S. Brumfield | Vice President | March-1990 |
| Olin M. Armentrout | Vice President | March-1990 |
| Samuel J. Carlyle | Vice President | March-1990 |
| Gregory R. Waters | Vice President | March-1990 |
INVESTORS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INVESTORS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our investment strategy for discretionary accounts is focused on diversifying accounts in publicly traded securities. We diversify between stocks, bonds and mutual funds with allocations differing in these asset classes based on each client’s goals and risk tolerance. Our analysis revolves around determining where the economy is in the economic cycle. Based on this analysis, portfolios are positioned to take advantage of growth prospects over the long
term. We employ a buy and hold strategy but may get more defensive periodically by increasing cash allocations to protect capital.
It is important to note that investing in securities involves a risk that clients should be prepared to bear. For any risks associated with Investment Company products, please refer to the prospectuses for additional details about these risks. Our investment approach constantly keeps the risk of loss in mind. These risks include,...
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Our investment strategy for discretionary accounts is focused on diversifying accounts in publicly traded securities. We diversify between stocks, bonds and mutual funds with allocations differing in these asset classes based on each client’s goals and risk tolerance. Our analysis revolves around determining where the economy is in the economic cycle. Based on this analysis, portfolios are positioned to take advantage of growth prospects over the long
term. We employ a buy and hold strategy but may get more defensive periodically by increasing cash allocations to protect capital.
It is important to note that investing in securities involves a risk that clients should be prepared to bear. For any risks associated with Investment Company products, please refer to the prospectuses for additional details about these risks. Our investment approach constantly keeps the risk of loss in mind. These risks include,...
Unlock Full Investment Process Description
INVESTORS ASSET Portfolio Concentration
INVESTORS ASSET Location
7000 PEACHTREE DUNWOODY ROAD
BLDG 9 SUITE 200
ATLANTA, Georgia
UNITED STATES, 30328
BLDG 9 SUITE 200
ATLANTA, Georgia
UNITED STATES, 30328
INVESTORS ASSET Contact Information
Phone Number: 770-394-5619
Fax Number: 770-394-5532
Website: http://www.investorsassetmanagement.com
Fax Number: 770-394-5532
Website: http://www.investorsassetmanagement.com
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