RIVER WEALTH ADVISORS Overview

River Wealth Advisors Llc is an investment advisor.

The manager's has disclosed holdings from 03/31/15 to 09/30/16.

RIVER WEALTH ADVISORS StockAlpha

-2.1%
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

RIVER WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BND 3.7% ETF -3.65% -0.19% 0 4%
IJJ 3.17% ETF 12.52% 0.24% 0 1%
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FEATURED IN
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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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RIVER WEALTH ADVISORS Portfolio Concentration

RIVER WEALTH ADVISORS Location

3401 NORTH FRONT STREET
SUITE 303
HARRISBURG, Pennsylvania
UNITED STATES, 17110

RIVER WEALTH ADVISORS Contact Information

Phone Number: 844-784-7065
Fax Number: 717-888-9851
Website:

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