INVESTORS CAPITAL Overview

Investors Capital Advisory Services is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 590 employees, of which 365 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 06/30/16. The fund's latest filing disclosed 509MM in positions, representing 33% of the manager's regulatory AUM.

INVESTORS CAPITAL StockAlpha

-2.3%
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

INVESTORS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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INVESTORS CAPITAL Founders and Key Employees

Name Title In Position Since
Timothy Boyle Murphy Ceo / President / Treasurer September-1994
James Louis Wallace Chief Operations Officer And Svp Trading And Operation Principal May-2002
Melissa Tarentino Chief Risk Officer And General Counsel September-2008
John Gennaro Cataldo Chief Compliance Officer November-2009
Christian Phillip Ginolfi Chief Compliance Officer, Advisory June-2013

INVESTORS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

INVESTORS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Representatives of ICA provide individualized advisory services to their clients. When evaluating strategies and investment products, our representatives have the flexibility and independence to select an approach they deem suitable. ICA and our representatives do not endorse any one prevailing form of analysis or strategy for use in our advisory programs. However, ICA and our representatives may rely on several of the more common strategies and types of analyses when working with clients.

Some of the more commonly used forms of analyses and strategies are as follows:

Fundamental Analysis: The intrinsic value of a security is measured by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indica...
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INVESTORS CAPITAL Portfolio Concentration

INVESTORS CAPITAL Location

6 KIMBALL LANE
LYNNFIELD, Massachusetts
UNITED STATES, 01940

INVESTORS CAPITAL Contact Information

Phone Number: 800-949-1422
Fax Number: 781-715-0316
Website:

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