LBJ FAMILY WEALTH Overview
Lbj Family Wealth Advisors Ltd. is an investment advisor that manages 252.3 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 133MM in positions, representing 53% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 133MM in positions, representing 53% of the manager's regulatory AUM.
LBJ FAMILY WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LBJ FAMILY WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 21.07% | ETF | 6.11% | 0.11% | 0 | 7% | ||
| IWD | 19.59% | ETF | 4.1% | -0.1% | 0 | 5% | ||
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FEATURED IN
LBJ FAMILY WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Luci B. Johnson | Co-Owner | October-2003 |
| Ian J. Turpin | Co-Owner / Manager / President | October-2003 |
| Faith C. Vincent | Vice President/ Chief Investment Officer | December-2009 |
| Willyn C. Wahl | Vice President | October-2003 |
| John A. Welborn | Vice President / Cfo / Chief Compliance Officer | October-2003 |
LBJ FAMILY WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LBJ FAMILY WEALTH Investment Strategy
Item 8
LBJ Family Wealth Advisors considers each Client individually and creates a detailed Investment Policy Statement for each Client. Based upon the Client’s Investment Policy Statement, LBJ Family Wealth Advisors creates a target asset allocation for the Client’s assets under management.
The specifics of each Client’s target allocation are individualized, but the general outlines of potential recommendations are formulated by The LBJ Family Wealth Advisors Investment Committee. A target allocation may include cash, U.S. fixed income, domestic and international inflation-protected fixed income, domestic and international equity, commodities and real estate and private equity, as appropriate for each Client. The liquidity needs and overall wealth of each Client will inform this allocation as much as each Client’s risk tolerance and future wealth management goals.
The Committee uses numerous third party software applications that incorporate histor...
Unlock Full Investment Process Description
LBJ Family Wealth Advisors considers each Client individually and creates a detailed Investment Policy Statement for each Client. Based upon the Client’s Investment Policy Statement, LBJ Family Wealth Advisors creates a target asset allocation for the Client’s assets under management.
The specifics of each Client’s target allocation are individualized, but the general outlines of potential recommendations are formulated by The LBJ Family Wealth Advisors Investment Committee. A target allocation may include cash, U.S. fixed income, domestic and international inflation-protected fixed income, domestic and international equity, commodities and real estate and private equity, as appropriate for each Client. The liquidity needs and overall wealth of each Client will inform this allocation as much as each Client’s risk tolerance and future wealth management goals.
The Committee uses numerous third party software applications that incorporate histor...
Unlock Full Investment Process Description
LBJ FAMILY WEALTH Portfolio Concentration
LBJ FAMILY WEALTH Location
114 WEST SEVENTH STREET
SUITE 900
AUSTIN, Texas
UNITED STATES, 78701
SUITE 900
AUSTIN, Texas
UNITED STATES, 78701
LBJ FAMILY WEALTH Contact Information
Phone Number: 512-457-5000
Fax Number: 512-322-0168
Website: http://www.lbjadvisors.com
Fax Number: 512-322-0168
Website: http://www.lbjadvisors.com
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