MCKINLEY CARTER Overview

Mckinley Carter Wealth Services Inc. is an investment advisor that manages 811.2 MM dollars in regulatory AUM and has 36 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 194MM in positions, representing 24% of the manager's regulatory AUM.

MCKINLEY CARTER StockAlpha

-0.6%
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

MCKINLEY CARTER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWB 9.77% ETF 1.54% 0% 0 4%
VO 9.57% ETF 0.64% -0.09% 0 2%
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FEATURED IN
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MCKINLEY CARTER Founders and Key Employees

Name Title In Position Since
David H. Mckinley President, Managing Director, Chief Executive Officer September-2005
William W. Carter Director, Wealth Management And Trust Services October-2007
Brian T. Gongaware Director, Advisory Services, Chief Compliance Officer April-2009
Frederic H. Tipper Chief Investment Officer September-2012
Brian R. Lipton Regional Director January-2014
Lori B. Payne Chief Administrative Officer And Chief Financial Officer January-2015
Meredith L. Trischler Controller January-2015

MCKINLEY CARTER Brokers, Custodians, Auditors and Administrators

Type Company

MCKINLEY CARTER Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

MCWS relies primarily on a combination of fundamental and technical methods of analysis.

Fundamental analysis involves an evaluation of an issuer’s fundamental financial condition and competitive position. MCWS generally analyzes an issuer’s financial condition, capabilities of management, growth prospects, earnings capacity, new products and services, as well as the company’s position amongst its industry competitors in order to determine the recommendations made to clients. A substantial risk in relying upon fundamental analysis is that while the overall health and position of a company may be good, market conditions may negatively impact the security.

Technical analysis involves the examination of past market data rather than specific issuer information in determining the recommendations made to clients. Technical analysi...
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MCKINLEY CARTER Portfolio Concentration

MCKINLEY CARTER Location

2100 MARKET STREET
WHEELING, West Virginia
UNITED STATES, 26003

MCKINLEY CARTER Contact Information

Phone Number: 304-230-2400
Fax Number: 304-230-2401
Website:

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