MADER & SHANNON WEALTH Overview
Mader & Shannon Wealth Management Inc. is an investment advisor that manages 159.6 MM dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 12/31/22. The fund's latest filing disclosed 151MM in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 12/31/22. The fund's latest filing disclosed 151MM in positions, representing 95% of the manager's regulatory AUM.
MADER & SHANNON WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MADER & SHANNON WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IAU | 14.07% | ETF | 7.4% | 0.78% | 0 | 10% | ||
| GLD | 14.02% | ETF | 7.36% | 0.78% | 0 | 19% | ||
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FEATURED IN
MADER & SHANNON WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| George R. Shannon | Portfolio Manager | January-2005 |
| James W. Mader | President | January-2005 |
| Robert R. Mcquain | Shareholder | January-2005 |
| Bret A. Guillaume | Chief Compliance Officer | April-2005 |
MADER & SHANNON WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MADER & SHANNON WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. Investing in securities may result in the loss of principal. Past performance is not indicative of future results.
MSWM uses various methods of analysis and investment strategies in managing client assets. For any particular investment, analysis may include one or more of the following: historical charting, analysis of the fundamentals of a security, technical charting, and cyclical factors. The primary sources of information MSWM uses include: financial publications, inspections of corporate activities, research material prepared by other, corporate rating services, timing services, annual reports, prospectuses and filings with the SEC, and company press releases. Specific examples of some of these sources of information are Standard & Poor’s equity rating services, Argus Research, and Zach’s Research.
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Investing in securities involves risk of loss that clients should be prepared to bear. Investing in securities may result in the loss of principal. Past performance is not indicative of future results.
MSWM uses various methods of analysis and investment strategies in managing client assets. For any particular investment, analysis may include one or more of the following: historical charting, analysis of the fundamentals of a security, technical charting, and cyclical factors. The primary sources of information MSWM uses include: financial publications, inspections of corporate activities, research material prepared by other, corporate rating services, timing services, annual reports, prospectuses and filings with the SEC, and company press releases. Specific examples of some of these sources of information are Standard & Poor’s equity rating services, Argus Research, and Zach’s Research.
Althoug...
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MADER & SHANNON WEALTH Portfolio Concentration
MADER & SHANNON WEALTH Location
4505 MADISON AVENUE
KANSAS CITY, Missouri
UNITED STATES, 64111
KANSAS CITY, Missouri
UNITED STATES, 64111
MADER & SHANNON WEALTH Contact Information
Phone Number: 816-751-0585
Fax Number: 816-751-0586
Website: http://www.madershannon.com
Fax Number: 816-751-0586
Website: http://www.madershannon.com
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Disclaimer
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