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 09/30/20. The fund's latest filing disclosed 639MM in positions, representing 84% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/20. The fund's latest filing disclosed 639MM in positions, representing 84% of the manager's regulatory AUM.
PHILLIPS FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PHILLIPS FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 9.63% | ETF | 8.61% | -0.01% | 0 | 10% | ||
| AGG | 7.11% | ETF | 0.51% | -0.17% | 0 | 7% | ||
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FEATURED IN
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...
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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...
Unlock Full Investment Process Description
PHILLIPS FINANCIAL Portfolio Concentration
PHILLIPS FINANCIAL Location
6920 POINTE INVERNESS WAY
SUITE 230
FORT WAYNE, Indiana
UNITED STATES, 46804
SUITE 230
FORT WAYNE, Indiana
UNITED STATES, 46804
PHILLIPS FINANCIAL Contact Information
Phone Number: 260-420-7732
Fax Number: 260-420-5553
Website: http://www.1phillips.com
Fax Number: 260-420-5553
Website: http://www.1phillips.com
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