ROPES WEALTH ADVISORS Overview

Ropes Wealth Advisors Llc is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/15 to 09/30/16. The fund's latest filing disclosed 296MM in positions, representing 11% of the manager's regulatory AUM.

ROPES WEALTH ADVISORS 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

ROPES WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 4.91% Energy 0.61% -0.2% 0 29%
EFA 4.28% ETF -4.09% -0.24% 0 13%
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FEATURED IN
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ROPES WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Hugh A. Simons Chief Executive Officer, Management Committee Member May-2013
Kristin D. Fazio Chief Compliance Officer January-2015
Michelle A. Knight Chief Investment Officer, Chief Economist January-2015
Robert N. Shapiro Management Committee Chair January-2015
Martin A. Hall Management Committee Member January-2015

ROPES WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

ROPES WEALTH ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Ropes Wealth’s investment advisory services begin with a client-centered approach to identify of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors in order to establish appropriate investment objective and long-term asset allocation investment strategy.

Ropes Wealth has seven asset allocation model strategies that serve as a guidepost for the construction of a client portfolio customized for their specific risk and return requirements that takes into consideration a client’s unique circumstances, tax situation, and other assets. Implementation of the recommended investment strategy is, however, tailored to each client’s individual needs. The seven asset allocation model strategies are:

Fixed Income Only – seeks capital preservation. This approach is appropriate for investors focused on principal stability and the ge...
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ROPES WEALTH ADVISORS Portfolio Concentration

ROPES WEALTH ADVISORS Location

PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON, Massachusetts
UNITED STATES, 02199-3600

ROPES WEALTH ADVISORS Contact Information

Phone Number: 617-235-4260
Fax Number: 617-235-4261
Website:

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