RUGGIE CAPITAL GROUP Overview

Ruggie Capital Group is an investment advisor that manages 333 MM dollars in regulatory AUM and has 14 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 112MM in positions, representing 34% of the manager's regulatory AUM.

RUGGIE CAPITAL GROUP StockAlpha

-1%
Top 25%
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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

RUGGIE CAPITAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VT 10.72% ETF -1.04% -0.28% 0 4%
VYM 9.87% ETF 2.76% 0.13% 0 2%
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FEATURED IN
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RUGGIE CAPITAL GROUP Founders and Key Employees

Name Title In Position Since
Thomas H. Ruggie President/Chief Executive Officer June-2008
Kathleen A. Mcqueen Chief Compliance Officer September-2008
Louis M. Shinaman Senior Financial Advisor February-2011
Ellen B. Wilcox Senior Financial Advisor January-2014
Michael C. Smith Managing Director, Retirement Services May-2013
Jorge A. Romero Senior Financial Advisor March-2015
Morgan A. Hatfield Retirement Advisor May-2014
Robert Zinkil Chief Financial Officer November-2014

RUGGIE CAPITAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

RUGGIE CAPITAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis…..We manage client portfolios based on the research of its investment committee. This includes various methods of research, investment style and management philosophy:

The Retirement Distribution Strategy is a method of allocating and investing to ensure income and growth of investments over the life of our clients. The RDS utilizes the different Model Portfolio Pools in varying percentages in accordance with the client’s income needs and risk tolerance levels as discovered in our client meetings.

Fund and ETF selection is based on various performance criteria and on the continual research of all investment opportunities. A point system is utilized for grading the funds for more specific review and possible addition or deletion from our tracking. Performance returns, Financial Ratios, Quartile Rankings, and Ratings are some of the considerations when grading funds and ETFs. Unlock Full Investment Process Description

RUGGIE CAPITAL GROUP Portfolio Concentration

RUGGIE CAPITAL GROUP Location

2100 LAKE EUSTIS DR.
TAVARES, Florida
UNITED STATES, 32778

RUGGIE CAPITAL GROUP Contact Information

Phone Number: 352-343-2700
Fax Number: 352-742-2607
Website:

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