MARSHWINDS ADVISORY Overview

Marshwinds Advisory Company is an investment advisor that manages 347.2 MM dollars in regulatory AUM and has 3 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 203MM in positions, representing 59% of the manager's regulatory AUM.

MARSHWINDS ADVISORY StockAlpha

+0.9%
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

MARSHWINDS ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KO 3.43% Cons. Staples -3.83% 0.03% 0 27%
T 3% Utilities 0% 0.13% 0 1%
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MARSHWINDS ADVISORY Founders and Key Employees

Name Title In Position Since
Judy A. Kelly President February-1982
Eugene A. Kelly Chairman February-1982
Eugene A. Kelly Chief Compliance Officer October-2004

MARSHWINDS ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

MARSHWINDS ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Marshwinds Advisory Company provides investment advice only with respect to (a) common stocks of publicly traded companies, (b) bonds and preferred stocks of publicly traded companies, (c) money market mutual funds, (d) FDIC insured CDs, and (e) U.S. Treasury and municipal notes and bonds. If a client engages Marshwinds Advisory Company and owns equity or bond mutual funds, we will decide on a disciplined and systematic method of liquidating the equity or bond mutual fund holdings.

One classic division of ideas in the stock market is to categorize a company as either a value investment or a growth investment. At Marshwinds Advisory Company, we do not concur with this perspective. Every company has a valuation every day the market is open. That valuation is either attractive or not depending upon a number of ways to view the business in question. Our viewpoint is that of owners of a company. Genera...
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MARSHWINDS ADVISORY Portfolio Concentration

MARSHWINDS ADVISORY Location

300 MAIN STREET, STE 401
ST SIMONS ISLAND, Georgia
UNITED STATES, 31522

MARSHWINDS ADVISORY Contact Information

Phone Number: 912-638-5426
Fax Number: 912-638-3447
Website:

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