RONALD BLUE & COMPANY Overview

Ronald Blue & Company Llc is an investment advisor that manages 8.3 BN dollars in regulatory AUM and has 275 employees, of which 157 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/11 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 30% of the manager's regulatory AUM.

RONALD BLUE & COMPANY StockAlpha

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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

RONALD BLUE & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIDI 22.64% ETF -1.32% -0.84% 621 1%
VBND 19.25% ETF -3.82% -0.88% 224 0%
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RONALD BLUE & COMPANY Founders and Key Employees

Name Title In Position Since
Ronald W. Blue Owner Of Class B Llc Membership Units November-1979
Russell D. Crosson President-Elected Manager June-2002
Deborah K. Kimery Exec. V.P., Chairperson Of Management Committee December-2013
Brian L. Shepler V.P. - Chief Financial Officer January-2003
Vince L. Birley Vice President, Advisor Services January-2009
Patricia C. Warren Vice President Human Resources January-2009
Michael L. Searcy Principal, Member Of Management Committee December-2012
Jeffrey D. Chinery Principal, Management Committee Member December-2012
Heather L. Thornburgh Chief Compliance Officer, Member Of Management Committee February-2014
Aaron C. Klopfenstein Principal, Management Committee Member February-2014
Derek V. Irish Member Of Management Committee January-2015

RONALD BLUE & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company

RONALD BLUE & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.

Through personal discussions with the client in which the client's goals and objectives are established, we determine if one or more Model Portfolios are suitable based on the client's individual circumstances. Specific portfolios recommended to a client are designed to be appropriate for the needs of the client and consistent with
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the client's investment objectives, time horizons, cash withdrawal needs, and risk tolerance, among other considerations. Once the client and his or her advisor agree on which Model Portfolio or combination of Model Portfolios is suitable for the client, we invest the client’s portfolio accordingly.

In some cases, our Model Portfolios may be used as a base for a more customized investment plan. Therefore, while most clients’ portfolios are invested to some degree according to one or more of our Model Portfolios, we also create investment plans that are customi...
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RONALD BLUE & COMPANY Portfolio Concentration

RONALD BLUE & COMPANY Location

300 COLONIAL CENTER PARKWAY
SUITE 300
ROSWELL, Georgia
UNITED STATES, 30076-8843

RONALD BLUE & COMPANY Contact Information

Phone Number: 770-280-6000
Fax Number: 404-806-4441
Website:

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