LIVE YOUR VISION LLC Overview

Live Your Vision Llc is an investment advisor that manages 245.9 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 234MM in positions, representing 95% of the manager's regulatory AUM.

LIVE YOUR VISION LLC StockAlpha

-3.2%
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

LIVE YOUR VISION LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHF 11.18% ETF -3.72% -0.59% 0 1%
SCHZ 5.74% ETF -3.37% -0.22% 1 0%
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FEATURED IN
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LIVE YOUR VISION LLC Founders and Key Employees

Name Title In Position Since
James L. Wiley Managing Member October-2009
Shannon G. Breuer Chief Compliance Officer January-2013
Donald L. Riley Chief Investment Officer November-2012

LIVE YOUR VISION LLC Brokers, Custodians, Auditors and Administrators

Type Company

LIVE YOUR VISION LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)


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 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Short Sales (contracted sale of borrowed securities with an obligation to make the lender who...
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LIVE YOUR VISION LLC Portfolio Concentration

LIVE YOUR VISION LLC Location

FIVE TOWER BRIDGE
300 BARR HARBOR DR., SUITE 175
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

LIVE YOUR VISION LLC Contact Information

Phone Number: 610-234-2100
Fax Number: 610-234-2099
Website:

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