PROVISE MANAGEMENT Overview

Provise Management Group Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 25 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 577MM in positions, representing 49% of the manager's regulatory AUM.

PROVISE MANAGEMENT StockAlpha

-1.4%
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

PROVISE MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIG 4.68% ETF 1.33% -0.03% 0 6%
SDY 2.67% ETF 1.55% -0.01% 0 3%
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FEATURED IN
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Pensions & Investments logo
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PROVISE MANAGEMENT Founders and Key Employees

Name Title In Position Since
Vincent R. Ferrara Chairman/Ceo/Chief Compliance Officer/Manager February-2002
Lucas Prewett Executive Vice President February-2002
Bruce E. Fyfe Executive Vice President February-2002
Kimberly L. Adams-Dipiero Executive Vice President/Cfo January-2005
Eric R. Ebbert President/Coo/Manager January-2005
Brett R. Schneider Director January-2009
Lori M. Lieser Vice President February-2002
Nancy B. Croy Executive Vice President July-2011
Jon M. Brethauer Vice President July-2011
Tina J. Tenret Vice President July-2011
Angela N. Durbin Secretary/Treasurer February-2002

PROVISE MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

PROVISE MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. ProVise uses the following methods of security analysis:
• Charting – We analyze patterns to identify current trends and trend reversals to forecast the direction of prices.
• Fundamental – We analyze historical and present data, with the goal of making financial forecasts.
• Technical – We analyze historical and present data, focusing on price and trade volume, to forecast the direction of prices.

ProVise uses the following investment strategies when implementing the investment advice we provide you:
• Long Term Purchases, which means not selling securities in your account for at least a year after purchase.
• Short Term Purchases, which means selling securities in your account within a year of purchase.
• Trading, which means selling securities in your account within thirty (30) days of purchase.
• Margin Transactions, which me...
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PROVISE MANAGEMENT Portfolio Concentration

PROVISE MANAGEMENT Location

611 DRUID RD E. STE 105
CLEARWATER, Florida
UNITED STATES, 33756

PROVISE MANAGEMENT Contact Information

Phone Number: [727] 441-9022
Fax Number: [727] 449-1625
Website:

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