PLANNING Overview
Planning Alternatives Ltd is an investment advisor that manages 1 BN dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 607MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 607MM in positions, representing 60% of the manager's regulatory AUM.
PLANNING StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PLANNING Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 30.9% | ETF | 8.9% | -0.04% | 0 | 13% | ||
| VEA | 13.53% | ETF | 4.36% | -0.51% | 0 | 9% | ||
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FEATURED IN
PLANNING Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Edwin B. Shaw | Secretary | May-2013 |
| Nathan M. Mersereau | President & Treasurer | May-2013 |
| Daniel E. Cook | Chief Compliance Officer | January-2012 |
| Edwin B. Shaw | Vice President | October-2013 |
| Marilyn C. Dimitroff | Vice President | October-2013 |
PLANNING Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PLANNING Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
We purchase research and use our own research which includes the use of fundamental, technical and charting analysis to evaluate markets and individual securities. We assess national and global macroeconomic conditions to determine which asset classes, sectors, and industries
we believe are most compelling at any given time. We also analyze a number of quantitative and qualitative factors for the mutual funds, ETF’s, and other investments we select for your account
to implement our investment decisions.
Part 2A of Form ADV 7 Planning Alternatives, Ltd.
Fundamental analysis is a technique that attempts to determine a security or a market’s value by focusing on their economic well-being namely its ability to generate future cash flows. Because it can take...
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Methods of Analysis
We purchase research and use our own research which includes the use of fundamental, technical and charting analysis to evaluate markets and individual securities. We assess national and global macroeconomic conditions to determine which asset classes, sectors, and industries
we believe are most compelling at any given time. We also analyze a number of quantitative and qualitative factors for the mutual funds, ETF’s, and other investments we select for your account
to implement our investment decisions.
Part 2A of Form ADV 7 Planning Alternatives, Ltd.
Fundamental analysis is a technique that attempts to determine a security or a market’s value by focusing on their economic well-being namely its ability to generate future cash flows. Because it can take...
Get the Full Report
PLANNING Portfolio Concentration
PLANNING Location
36800 WOODWARD AVE.
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304-0936
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304-0936
PLANNING Contact Information
Phone Number: 248-645-1520
Fax Number: 248-645-2661
Website: http://www.planningalt.com
Fax Number: 248-645-2661
Website: http://www.planningalt.com
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