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 09/30/16. The fund's latest filing disclosed 132MM in positions, representing 82% of the manager's regulatory AUM.

MADER & SHANNON WEALTH StockAlpha

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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

MADER & SHANNON WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 21.11% ETF 4.28% 0.09% 0 10%
IWB 15.55% ETF 3.96% 0.02% 0 4%
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FEATURED IN
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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.

Althoug...
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MADER & SHANNON WEALTH Portfolio Concentration

MADER & SHANNON WEALTH Location

4505 MADISON AVENUE
KANSAS CITY, Missouri
UNITED STATES, 64111

MADER & SHANNON WEALTH Contact Information

Phone Number: 816-751-0585
Fax Number: 816-751-0586
Website:

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