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 09/30/20. The fund's latest filing disclosed 145MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 145MM in positions, representing 97% of the manager's regulatory AUM.
JUNCTURE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JUNCTURE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 14.01% | ETF | 16.2% | 0.46% | 0 | 4% | ||
| EEM | 7.84% | ETF | 24.54% | 1.01% | 0 | 12% | ||
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FEATURED IN
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.
7
Risk of Loss:
Investing in securities involves risk of loss that clients should be prepared to bear. While t...
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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.
7
Risk of Loss:
Investing in securities involves risk of loss that clients should be prepared to bear. While t...
Unlock Full Investment Process Description
JUNCTURE WEALTH Portfolio Concentration
JUNCTURE WEALTH Location
15279 N. SCOTTSDALE ROAD
SUITE 230
SCOTTSDALE, Arizona
UNITED STATES, 85254
SUITE 230
SCOTTSDALE, Arizona
UNITED STATES, 85254
JUNCTURE WEALTH Contact Information
Phone Number: 480-253-4100
Fax Number: 480-656-0870
Website: http://www.juncturewealth.com
Fax Number: 480-656-0870
Website: http://www.juncturewealth.com
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