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 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 89% of the manager's regulatory AUM.
PROVISE MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PROVISE MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VIG | 3.42% | ETF | 2.34% | -0.07% | 0 | 13% | ||
| MSFT | 2.49% | Tech | 13.35% | 0.08% | 0 | 53% | ||
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FEATURED IN
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 |
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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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
PROVISE MANAGEMENT Portfolio Concentration
PROVISE MANAGEMENT Location
611 DRUID RD E. STE 105
CLEARWATER, Florida
UNITED STATES, 33756
CLEARWATER, Florida
UNITED STATES, 33756
PROVISE MANAGEMENT Contact Information
Phone Number: [727] 441-9022
Fax Number: [727] 449-1625
Website: http://www.provise.com
Fax Number: [727] 449-1625
Website: http://www.provise.com
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