ROCKY MOUNTAIN Overview
Rocky Mountain Advisers Llc is an investment advisor that manages 386.7 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 30MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 30MM in positions, representing 8% of the manager's regulatory AUM.
ROCKY MOUNTAIN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROCKY MOUNTAIN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 8.75% | Financials | 10.66% | -0.02% | 0 | 29% | ||
| SCHB | 8.04% | ETF | 12.32% | -0% | 0 | 2% | ||
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FEATURED IN
ROCKY MOUNTAIN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen C. Miller | President/Manager, Chief Compliance Officer | September-2008 |
| Stewart R. Horejsi | Chief Investment Officer | September-2008 |
| Nicole L. Murphey | Vice President/Treasurer | January-2011 |
| Brendon J. Fischer | Assistant Investment Officer | March-2012 |
| Joel W. Looney | Assistant Investment Officer | October-2013 |
ROCKY MOUNTAIN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ROCKY MOUNTAIN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS. The Adviser does not have a committee or group that determines investment advice or strategies to be given to private clients. While the Adviser may make available general investment ideas or strategies, each Advisory Representative determines the advice and strategies they recommend to clients based on the clients’ personal and financial situation. Securities analysis used by Advisory Representatives in formulating our investment advice and/or managing client assets may include the following:
Fundamental Analysis. This approach attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and
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management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indica...
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METHODS OF ANALYSIS. The Adviser does not have a committee or group that determines investment advice or strategies to be given to private clients. While the Adviser may make available general investment ideas or strategies, each Advisory Representative determines the advice and strategies they recommend to clients based on the clients’ personal and financial situation. Securities analysis used by Advisory Representatives in formulating our investment advice and/or managing client assets may include the following:
Fundamental Analysis. This approach attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and
7
management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indica...
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ROCKY MOUNTAIN Portfolio Concentration
ROCKY MOUNTAIN Location
2344 SPRUCE STREET
SUITE A
BOULDER, Colorado
UNITED STATES, 80302
SUITE A
BOULDER, Colorado
UNITED STATES, 80302
ROCKY MOUNTAIN Contact Information
Phone Number: 303-444-5483
Fax Number: 303-245-0420
Website: http://www.boulderfunds.net
Fax Number: 303-245-0420
Website: http://www.boulderfunds.net
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