KEYSTONE FINANCIAL Overview

Keystone Financial Planning Inc. is an investment advisor that manages 171.7 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 152MM in positions, representing 89% of the manager's regulatory AUM.

KEYSTONE FINANCIAL StockAlpha

+1.2%
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

KEYSTONE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VYM 4.81% ETF 3.67% 0.06% 0 2%
T 4.22% Telecom -1.92% -0.16% 0 29%
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FEATURED IN
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KEYSTONE FINANCIAL Founders and Key Employees

Name Title In Position Since
Keith L. Sechler President/Treasurer August-1986
Brigitte Palumbo Chief Compliance Officer/Vice President/Secretary August-2014
Linda A. Borowiak Shareholder August-1986

KEYSTONE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

KEYSTONE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Technical Analysis - involves studying past price patterns and trends in the financial markets to predict the direction of both the overall market and specific stocks.
• Long Term Purchases - securities purchased with the expectation that the value of those
securities will grow over a relatively long period of time, generally greater than one year.
• Short Term Purchases - securities purchased with the expectation that they will be sold within a
relatively short period of time, generally less than one year, to take advantage of the securities' short-term price fluctuations.

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KEYSTONE FINANCIAL Portfolio Concentration

KEYSTONE FINANCIAL Location

7261 ENGLE ROAD #308
MIDDLEBURG HEIGHTS, Ohio
UNITED STATES, 44130

KEYSTONE FINANCIAL Contact Information

Phone Number: 440-234-6323
Fax Number: 440-234-6844
Website:

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