REHMANN CAPITAL Overview

Rehmann Capital Advisory Group is an investment advisor that manages 3 BN dollars in regulatory AUM and has 49 employees, of which 49 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 516MM in positions, representing 17% of the manager's regulatory AUM.

REHMANN CAPITAL StockAlpha

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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

REHMANN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PEP 5.64% Cons. Staples -6.83% -0.11% 0 25%
PGR 3.94% Financials 6.48% -0.29% 0 8%
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REHMANN CAPITAL Founders and Key Employees

Name Title In Position Since
Frederick J. Schaard Chief Executive Officer January-2003
Joan Payne Chief Financial Officer January-2009
Jeffrey J. Phillips Chief Investment Officer January-2009
Nicole A. Spitzley Chief Compliance Officer January-2014
Amy E. Flourry Chief Operations Officer January-2015

REHMANN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

REHMANN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss listed above in the ADV Part 2A: Firm Brochure for additional information.

Item I-7: Client Information Provided to Portfolio Managers – this section does not apply as we do not hire third party managers for our wrap fee program.

Item I-8: Client Contact with Portfolio Managers - this section does not apply as we do not hire third party managers for our wrap fee program.





Rehmann Financial, LLC
SEC File Number 801-64587 Page | 33
March 25, 2015 REHMANN FINANCIAL, LLC
RETIREMENT PLAN ADVISORY SERVICES

Item I-9: Additional Information – Please see Item 9: ...
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REHMANN CAPITAL Portfolio Concentration

REHMANN CAPITAL Location

4086 LEGACY PARKWAY
LANSING, Michigan
UNITED STATES, 48911-4261

REHMANN CAPITAL Contact Information

Phone Number: 517-316-2400
Fax Number: 517-316-2401
Website:

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