PIERSHALE FINANCIAL Overview
Piershale Financial Group Inc. is an investment advisor that manages 209.5 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/11 to 06/30/20. The fund's latest filing disclosed 172MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/11 to 06/30/20. The fund's latest filing disclosed 172MM in positions, representing 82% of the manager's regulatory AUM.
PIERSHALE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PIERSHALE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 21.5% | ETF | 6.92% | 0.08% | 0 | 5% | ||
| SCHZ | 15.85% | ETF | 0.58% | -0.26% | 1 | 2% | ||
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FEATURED IN
PIERSHALE FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael D. Piershale | President | April-2011 |
| Michael D. Piershale | Chief Compliance Officer | February-2012 |
PIERSHALE FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PIERSHALE FINANCIAL Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
cap—it gives the purchaser of the floor the right (for a premium payment), but not the obligation, to receive the difference in interest payable on an amount when a specified index falls below the specified “floor rate.” A collar involving stock is called an “equity collar.” In a collar transaction, the buyer of the collar purchases a cap while selling a floor indexed to the same rate or asset. A zero-cost collar results when the premium earned by selling a floor exactly offsets the cap premium.
B.5.h. Long Straddle
A long straddle is the purchase of a long call and a long put with the same underlying security, expiration date, and strike price. This is a speculative trade that may be profitable when volatility is high and will result in a loss when prices of the underlying security are relatively stable.
C. Risk of Loss
Past performance is not indicativ...
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cap—it gives the purchaser of the floor the right (for a premium payment), but not the obligation, to receive the difference in interest payable on an amount when a specified index falls below the specified “floor rate.” A collar involving stock is called an “equity collar.” In a collar transaction, the buyer of the collar purchases a cap while selling a floor indexed to the same rate or asset. A zero-cost collar results when the premium earned by selling a floor exactly offsets the cap premium.
B.5.h. Long Straddle
A long straddle is the purchase of a long call and a long put with the same underlying security, expiration date, and strike price. This is a speculative trade that may be profitable when volatility is high and will result in a loss when prices of the underlying security are relatively stable.
C. Risk of Loss
Past performance is not indicativ...
Unlock Full Investment Process Description
PIERSHALE FINANCIAL Portfolio Concentration
PIERSHALE FINANCIAL Location
407 EAST CONGRESS PARKWAY
SUITE C
CRYSTAL LAKE, Illinois
UNITED STATES, 60014
SUITE C
CRYSTAL LAKE, Illinois
UNITED STATES, 60014
PIERSHALE FINANCIAL Contact Information
Phone Number: 815-455-6453
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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