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 09/30/16. The fund's latest filing disclosed 124MM in positions, representing 72% of the manager's regulatory AUM.

RENCH WEALTH StockAlpha

-1.3%
Top 25%
3yr StockAlpha Register for more...

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

RENCH WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
T 4.89% Telecom 0.64% -0.14% 0 29%
VZ 4.82% Telecom 0.19% -0.17% 0 28%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

RENCH WEALTH Portfolio Concentration

RENCH WEALTH Location

2556 LILLIAN MILLER PARKWAY
SUITE 105
DENTON, Texas
UNITED STATES, 76210

RENCH WEALTH Contact Information

Phone Number: 940-387-7526
Fax Number: 866-889-7113
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B