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 12/31/18. The fund's latest filing disclosed 347MM in positions, representing 13% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 12/31/18. The fund's latest filing disclosed 347MM in positions, representing 13% of the manager's regulatory AUM.
ROPES WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROPES WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.38% | Tech | 16.2% | -0.16% | 0 | 43% | ||
| EFA | 3.59% | ETF | 11.62% | 0.03% | 0 | 14% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ROPES WEALTH ADVISORS Portfolio Concentration
ROPES WEALTH ADVISORS Location
PRUDENTIAL TOWER
800 BOYLSTON STREET
BOSTON, Massachusetts
UNITED STATES, 02199-3600
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: http://www.ropeswealthadvisors.com
Fax Number: 617-235-4261
Website: http://www.ropeswealthadvisors.com
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