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.
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
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
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
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 |
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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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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...
Unlock Full Investment Process Description
INVESTORS CAPITAL Portfolio Concentration
INVESTORS CAPITAL Location
6 KIMBALL LANE
LYNNFIELD, Massachusetts
UNITED STATES, 01940
LYNNFIELD, Massachusetts
UNITED STATES, 01940
INVESTORS CAPITAL Contact Information
Phone Number: 800-949-1422
Fax Number: 781-715-0316
Website: http://www.investorscapital.com
Fax Number: 781-715-0316
Website: http://www.investorscapital.com
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Disclaimer
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