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 09/30/16. The fund's latest filing disclosed 187MM in positions, representing 45% of the manager's regulatory AUM.

ROBLE BELKO & COMPANY StockAlpha

-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

ROBLE BELKO & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 14.33% ETF 1.78% 0.03% 0 10%
VEU 11.16% ETF -3.87% -0.61% 0 2%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 BELKO & COMPANY Portfolio Concentration

ROBLE BELKO & COMPANY Location

2200 GEORGETOWNE DRIVE
SUITE 200
SEWICKLEY, Pennsylvania
UNITED STATES, 15143

ROBLE BELKO & COMPANY Contact Information

Phone Number: (724) 935-4990
Fax Number: (724) 935-4999
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 A