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 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 144% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 144% of the manager's regulatory AUM.
MCKINLEY CARTER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MCKINLEY CARTER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 6.07% | ETF | 2.6% | -0.09% | 0 | 0% | ||
| VEA | 5.9% | ETF | 6.1% | -0.26% | 0 | 0% | ||
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FEATURED IN
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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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
WHEELING, West Virginia
UNITED STATES, 26003
MCKINLEY CARTER Contact Information
Phone Number: 304-230-2400
Fax Number: 304-230-2401
Website: http://www.smartforyourmoney.com
Fax Number: 304-230-2401
Website: http://www.smartforyourmoney.com
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