ROBLE BELKO & COMPANY Overview
Roble Belko & Company Inc is an investment advisor that manages 411.9 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 09/30/21. The fund's latest filing disclosed 409MM in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 09/30/21. The fund's latest filing disclosed 409MM in positions, representing 99% of the manager's regulatory AUM.
ROBLE BELKO & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROBLE BELKO & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 13.97% | ETF | 17.58% | 0.01% | 0 | 9% | ||
| VXUS | 6.33% | ETF | 25.17% | 0.67% | 0 | 2% | ||
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FEATURED IN
ROBLE BELKO & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roger W. Roble | President | April-2000 |
| William T. Belko | Principal, Chief Investment Officer | April-2000 |
| Colleen E. Doughty | Chief Compliance Officer | January-2013 |
ROBLE BELKO & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ROBLE BELKO & COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios.
Asset Allocation:
When on-boarding a new client, we discuss with the client the client’s investment objectives, risk tolerance, cash flow needs, and current tax situation. This discussion informs our preparation of an appropriate investment plan for the client. With a focus on the client’s long-term objectives, we select strategic asset class ranges, as described below. Though an investment strategy is ultimately tailored to each client’s particular circumstances, the range of strategic asset allocation strategies generally falls into three categories: capital preservation, balanced and growth, all as described below.
Capital Preservation Allocation Strategy
This strategy i...
Unlock Full Investment Process Description
Roble takes an approach to investing that is tailored to each client’s unique set of circumstances. For each client, the firm uses a multi-step process to construct and maintain investment portfolios.
Asset Allocation:
When on-boarding a new client, we discuss with the client the client’s investment objectives, risk tolerance, cash flow needs, and current tax situation. This discussion informs our preparation of an appropriate investment plan for the client. With a focus on the client’s long-term objectives, we select strategic asset class ranges, as described below. Though an investment strategy is ultimately tailored to each client’s particular circumstances, the range of strategic asset allocation strategies generally falls into three categories: capital preservation, balanced and growth, all as described below.
Capital Preservation Allocation Strategy
This strategy i...
Unlock Full Investment Process Description
ROBLE BELKO & COMPANY Portfolio Concentration
ROBLE BELKO & COMPANY Location
2200 GEORGETOWNE DRIVE
SUITE 200
SEWICKLEY, Pennsylvania
UNITED STATES, 15143
SUITE 200
SEWICKLEY, Pennsylvania
UNITED STATES, 15143
ROBLE BELKO & COMPANY Contact Information
Phone Number: (724) 935-4990
Fax Number: (724) 935-4999
Website: http://roblebelko.com/
Fax Number: (724) 935-4999
Website: http://roblebelko.com/
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