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 09/30/16. The fund's latest filing disclosed 467MM in positions, representing 46% of the manager's regulatory AUM.

PLANNING StockAlpha

-2.7%
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

PLANNING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 17.12% ETF 3.82% -0% 0 9%
VEA 12.44% ETF -1.15% -0.63% 0 8%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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PLANNING Portfolio Concentration

PLANNING Location

36800 WOODWARD AVE.
SUITE 200
BLOOMFIELD HILLS, Michigan
UNITED STATES, 48304-0936

PLANNING Contact Information

Phone Number: 248-645-1520
Fax Number: 248-645-2661
Website:

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