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 12/31/20. The fund's latest filing disclosed 241MM in positions, representing 140% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 241MM in positions, representing 140% of the manager's regulatory AUM.
KEYSTONE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KEYSTONE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHD | 29.93% | ETF | 20.37% | 3.15% | 1 | 5% | ||
| PFE | 3.59% | Health | 11.21% | 0.11% | 0 | 27% | ||
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FEATURED IN
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.
6
©2012 National Compliance Services 800-800-3204
Our investment strategies and advice may v...
Unlock Full Investment Process Description
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.
6
©2012 National Compliance Services 800-800-3204
Our investment strategies and advice may v...
Unlock Full Investment Process Description
KEYSTONE FINANCIAL Portfolio Concentration
KEYSTONE FINANCIAL Location
7261 ENGLE ROAD #308
MIDDLEBURG HEIGHTS, Ohio
UNITED STATES, 44130
MIDDLEBURG HEIGHTS, Ohio
UNITED STATES, 44130
KEYSTONE FINANCIAL Contact Information
Phone Number: 440-234-6323
Fax Number: 440-234-6844
Website: http://www.keystonefin.com
Fax Number: 440-234-6844
Website: http://www.keystonefin.com
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