RENCH WEALTH Overview
Rench Wealth Management Inc. is an investment advisor that manages 171.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 157MM in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/20. The fund's latest filing disclosed 157MM in positions, representing 92% of the manager's regulatory AUM.
RENCH WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RENCH WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.28% | Tech | 20.29% | 0.57% | 0 | 36% | ||
| MSFT | 7.8% | Tech | 7.71% | -0.52% | 0 | 43% | ||
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FEATURED IN
RENCH WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James A. Rench | President | November-2011 |
| Shelley A. Rench | Secretary | November-2011 |
| Casey A. Rench | Chief Compliance Officer | March-2015 |
RENCH WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RENCH WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
The Relevance Group utilizes a combination of fundamental, technical and cyclical methods of analysis.
Fundamental analysis involves an evaluation of the fundamental financial condition and competitive position of a particular issuer or fund. For the Firm, this process typically involves an analysis of an issuer’s management team, investment strategies, style drift, past performance, reputation and financial strength in relation to the asset class concentrations and risk exposures of the Firm’s model asset allocations. A substantial risk in relying upon fundamental analysis is that while the overall health and position of a company may be good, evolving market conditions may negatively impact the security.
Technical analysis involves the examination of past market data rather than specific issuer information in determining the recommendations made to clients. Tec...
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Methods of Analysis
The Relevance Group utilizes a combination of fundamental, technical and cyclical methods of analysis.
Fundamental analysis involves an evaluation of the fundamental financial condition and competitive position of a particular issuer or fund. For the Firm, this process typically involves an analysis of an issuer’s management team, investment strategies, style drift, past performance, reputation and financial strength in relation to the asset class concentrations and risk exposures of the Firm’s model asset allocations. A substantial risk in relying upon fundamental analysis is that while the overall health and position of a company may be good, evolving market conditions may negatively impact the security.
Technical analysis involves the examination of past market data rather than specific issuer information in determining the recommendations made to clients. Tec...
Unlock Full Investment Process Description
RENCH WEALTH Portfolio Concentration
RENCH WEALTH Location
2556 LILLIAN MILLER PARKWAY
SUITE 105
DENTON, Texas
UNITED STATES, 76210
SUITE 105
DENTON, Texas
UNITED STATES, 76210
RENCH WEALTH Contact Information
Phone Number: 940-387-7526
Fax Number: 866-889-7113
Website: http://www.therelevancegroup.net
Fax Number: 866-889-7113
Website: http://www.therelevancegroup.net
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