MODERA WEALTH Overview

Modera Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 42 employees, of which 24 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 298MM in positions, representing 18% of the manager's regulatory AUM.

MODERA WEALTH StockAlpha

-2.6%
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

MODERA WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EMB 19.2% ETF -5.57% -1.3% 0 3%
IJH 12.67% ETF 7.19% 0.59% 0 5%
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FEATURED IN
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MODERA WEALTH Founders and Key Employees

Name Title In Position Since
Thomas A. Orecchio Elected Manager November-2010
Mark A. Willoughby Elected Manager November-2010
Kevin P. Sweeney Chief Compliance Officer And Chief Operating Officer July-2013
Robert D. Siefert Elected Manager November-2010
John J. Ceparano Elected Manager July-2014
Gregory N. Plechner Elected Manager November-2010

MODERA WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

MODERA WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Modera tailors its investment recommendations to each client’s situation. Modera’s investment philosophy is generally based upon Modern Portfolio Theory. The principles of this theory are as follows:

1. Markets work. Under most circumstances, capital markets do a good job of fairly evaluating all available information and investor expectations to determine the prices of publicly traded securities.

2. Diversification is key. Comprehensive, global asset allocation can minimize the risks specific to individual securities.

3. Risk and return are related. The compensation for taking on increased levels of risk is the potential to earn greater returns.

Portfolio structure explains risk and return. The asset classes that comprise a portfolio and the risk levels of those asset classes are responsible for most of the variability of portfolio returns. An “asset class...
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MODERA WEALTH Portfolio Concentration

MODERA WEALTH Location

535 BOYLSTON STREET
SUITE 300
BOSTON, Massachusetts
UNITED STATES, 02116

MODERA WEALTH Contact Information

Phone Number: (617) 247-0518
Fax Number: (617) 247-0098
Website:

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