PHILLIPS FINANCIAL Overview

Phillips Financial Management Llc is an investment advisor that manages 764 MM dollars in regulatory AUM and has 17 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 376MM in positions, representing 49% of the manager's regulatory AUM.

PHILLIPS FINANCIAL StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

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

PHILLIPS FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJH 9.99% ETF 4.99% 0.34% 0 5%
IVV 8.55% ETF 1.54% -0% 0 9%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PHILLIPS FINANCIAL Founders and Key Employees

Name Title In Position Since
Richard L. Phillips Managing Member July-2004
Shannon H. Hardiek Managing Member July-2004
Chad L. Burch Managing Member July-2004
Reed P. Miller Managing Member March-2005
Jeanine M. Herold Managing Member/Chief Compliance Officer January-2008

PHILLIPS FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

PHILLIPS FINANCIAL Investment Strategy

Item 8. Method of Analysis, Investment Strategies and Risk of Loss


Method of Analysis

Investment Selection Process

PFM’s Chief Investment Officer, in conjunction with PFM’s Investment Committee, is responsible for monitoring investment research and initiating discussion on topics that may cause PFM to review its philosophy and strategy. For example, PFM periodically reviews the asset classes that are included in its model portfolios. As a result, over the years PFM has added some sub-asset classes for consideration in certain types of portfolios.

PFM’s Investment Committee also reviews market and industry trends to determine if any other types of changes should be made to PFM’s strategies. In general, PFM does not advocate making large changes in the client allocation and rebalancing process because of current market volatility. However, PFM is conscious of the potential impact of current and projected market conditions on client po...
Get the Full Report

PHILLIPS FINANCIAL Portfolio Concentration

PHILLIPS FINANCIAL Location

6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE, Indiana
UNITED STATES, 46804

PHILLIPS FINANCIAL Contact Information

Phone Number: 260-420-7732
Fax Number: 260-420-5553
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B