RIVER WEALTH ADVISORS Overview
River Wealth Advisors Llc is an investment advisor.
The manager's has disclosed holdings from 03/31/15 to 06/30/20.
The manager's has disclosed holdings from 03/31/15 to 06/30/20.
RIVER WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RIVER WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.8% | Tech | 26.38% | 0.72% | 0 | 45% | ||
| BND | 3.89% | ETF | 0.13% | -0.14% | 0 | 5% | ||
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FEATURED IN
RIVER WEALTH ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert E. Caplan | Principal | October-2014 |
| Edward B. O'Gorman | Chief Compliance Officer | December-2014 |
RIVER WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RIVER WEALTH ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
River Wealth employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. River Wealth takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options and other such asset classes.
Fundamental analysis involves an evaluation of the fundamental financial condition and competitive position of a particular issuer or fund. For River Wealth, this process typically involves an analysis of an issuer’s management team, growth 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 th...
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Methods of Analysis and Investment Strategies
River Wealth employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. River Wealth takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options and other such asset classes.
Fundamental analysis involves an evaluation of the fundamental financial condition and competitive position of a particular issuer or fund. For River Wealth, this process typically involves an analysis of an issuer’s management team, growth 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 th...
Unlock Full Investment Process Description
RIVER WEALTH ADVISORS Portfolio Concentration
RIVER WEALTH ADVISORS Location
3401 NORTH FRONT STREET
SUITE 303
HARRISBURG, Pennsylvania
UNITED STATES, 17110
SUITE 303
HARRISBURG, Pennsylvania
UNITED STATES, 17110
RIVER WEALTH ADVISORS Contact Information
Phone Number: 844-784-7065
Fax Number: 717-888-9851
Website: null
Fax Number: 717-888-9851
Website: null
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