SIGNALPOINT ASSET Overview
Signalpoint Asset Management Llc is an investment advisor that manages 433.8 MM dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 225MM in positions, representing 52% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 225MM in positions, representing 52% of the manager's regulatory AUM.
SIGNALPOINT ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SIGNALPOINT ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ORLY | 9.58% | Cons. Disc. | 10.09% | 1% | 0 | 13% | ||
| AAPL | 5.24% | Tech | 17.86% | 0.48% | 0 | 41% | ||
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FEATURED IN
SIGNALPOINT ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Randy G. Faith | Member | June-2008 |
| Glenn C. Schoen | Member | June-2008 |
| Rick D. Bohlman | Member | June-2008 |
| Thomas M. Veale | Managing Member, Managing Director, Chief Investment Officer | June-2008 |
| Michael J. Orzel | Managing Member, Managing Director, Chief Executive Officer | August-2008 |
| David J. Griffiths | Member | January-2010 |
| Glenn H. Timson | Member | December-2010 |
| Brandon G. Dodson | Member | December-2012 |
| John W. Handy | Managing Director, Portfolio Strategist | January-2014 |
| Jonathan C. Timson | Managing Director | September-2014 |
| Dennis Walker | Managing Director | January-2014 |
| Walter R. Costenbader | Chief Compliance Officer | February-2015 |
SIGNALPOINT ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SIGNALPOINT ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
a. ETF Investment Strategies
SignalPoint’s ETF Investment Strategies seek to produce above-market performance while reducing normal market risk, providing clients with an “emotion free” investment model. SignalPoint seeks to achieve this goal by investing primarily in ETFs, rather than individual stocks. SignalPoint also may hold cash, money market instruments or high- quality, short-term debt instruments for liquidity purposes. SignalPoint applies its strategy to various portfolios in order to meet a variety of investment objectives.
SignalPoint believes its ETF strategy provides a widely diversified, emotionless portfolio and a procedure for assessing and managing risk in each style. SignalPoint’s strategy is founded on the principles of discipline, structure, and transparency. SignalPoint’s goal is to steadily and methodically capture profits when positions appreciate a...
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a. ETF Investment Strategies
SignalPoint’s ETF Investment Strategies seek to produce above-market performance while reducing normal market risk, providing clients with an “emotion free” investment model. SignalPoint seeks to achieve this goal by investing primarily in ETFs, rather than individual stocks. SignalPoint also may hold cash, money market instruments or high- quality, short-term debt instruments for liquidity purposes. SignalPoint applies its strategy to various portfolios in order to meet a variety of investment objectives.
SignalPoint believes its ETF strategy provides a widely diversified, emotionless portfolio and a procedure for assessing and managing risk in each style. SignalPoint’s strategy is founded on the principles of discipline, structure, and transparency. SignalPoint’s goal is to steadily and methodically capture profits when positions appreciate a...
Unlock Full Investment Process Description
SIGNALPOINT ASSET Portfolio Concentration
SIGNALPOINT ASSET Location
1201 E. WALNUT STREET
SPRINGFIELD, Missouri
UNITED STATES, 65802
SPRINGFIELD, Missouri
UNITED STATES, 65802
SIGNALPOINT ASSET Contact Information
Phone Number: 417-869-9980
Fax Number: 417-869-9987
Website: null
Fax Number: 417-869-9987
Website: null
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