JUNCTURE WEALTH Overview

Juncture Wealth Strategies Llc is an investment advisor that manages 149.9 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 148MM in positions, representing 99% of the manager's regulatory AUM.

JUNCTURE WEALTH StockAlpha

-4.6%
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

JUNCTURE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHO 4.98% ETF -0.47% -0.05% 1 1%
PSQ 4.76% ETF 2.21% 0.08% 0 3%
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FEATURED IN
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JUNCTURE WEALTH Founders and Key Employees

Name Title In Position Since
Matthew C. Boyd Managing Member November-2010
Barry S. Rhonemus Managing Member November-2010
Jack A. Barker Chief Compliance Officer/Chief Fiduciary Officer August-2013

JUNCTURE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

JUNCTURE WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

• Behavioral;
• Fundamental;
• Quantitative;
• Technical.

Investment Strategies We Use

We use the following strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations:

• Long term purchases (securities held at least a year);
• Short term purchases (securities sold within a year);
• Option Strategies, including writing covered calls and purchasing uncovered index options.







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Risk of Loss:

Investing in securities involves risk of loss that clients should be prepared to bear. While t...
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JUNCTURE WEALTH Portfolio Concentration

JUNCTURE WEALTH Location

15279 N. SCOTTSDALE ROAD
SUITE 230
SCOTTSDALE, Arizona
UNITED STATES, 85254

JUNCTURE WEALTH Contact Information

Phone Number: 480-253-4100
Fax Number: 480-656-0870
Website:

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