RETIREMENT DESIGN & Overview

Retirement Design & Management Inc is an investment advisor that manages 635.8 MM dollars in regulatory AUM and has 14 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 06/30/16. The fund's latest filing disclosed 160MM in positions, representing 25% of the manager's regulatory AUM.

RETIREMENT DESIGN & StockAlpha

-2.5%
Top 25%
1.75yr 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

RETIREMENT DESIGN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

RETIREMENT DESIGN & Founders and Key Employees

Name Title In Position Since
Thomas O. Mayper Exec. Vice Pres.& Managing Director June-1992
Ronald D. Weiner President September-1991
Jill C. Bodossian Chief Compliance Officer June-2003

RETIREMENT DESIGN & Brokers, Custodians, Auditors and Administrators

Type Company

RETIREMENT DESIGN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our firm employs the below types of analyses to formulate client recommendations which involve the risks set forth below.

Fundamental Analysis: Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may mis-price a security in the short run but that the "correct" price will eventually be reached. Profits can be made by trading the mis-priced security and then waiting for the market to recognize its "mistake" and re-price the security. However, fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Therefore, unfo...
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RETIREMENT DESIGN & Portfolio Concentration

RETIREMENT DESIGN & Location

1555 POST ROAD EAST
WESTPORT, Connecticut
UNITED STATES, 06880

RETIREMENT DESIGN & Contact Information

Phone Number: 203-255-0222
Fax Number: 203-255-5333
Website:

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Disclaimer

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