SII INVESTMENTS INC Overview

Sii Investments Inc is an investment advisor that manages 4 BN dollars in regulatory AUM and has 763 employees, of which 453 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 33% of the manager's regulatory AUM.

SII INVESTMENTS INC StockAlpha

-1.7%
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

SII INVESTMENTS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTV 5.09% ETF 5% 0.18% 1 2%
VUG 4.66% ETF -2.44% -0.19% 1 3%
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SII INVESTMENTS INC Founders and Key Employees

Name Title In Position Since
Janice Lynn Herman Vp Compliance/Rosfp August-2008
James Peter Miller Nph Svp Operations/Director February-2007
Thomas John Meyer Secretary May-2013
Maura Kathryn Collins Cfo March-2004
Jon Patrick Desmidt Muni Prinicipal/Avp Investment Advisory June-2008
Dawn Marie Kalinowski Fvp Operations November-2004
David Andrew Loasby Svp, Chief Compliance Officer July-2005
Todd Michael Kinart Sii President & Ceo/Director February-2007
Gerry A Gunderson Nph Svp General Counsel/Director May-2013
Daniel Stuart Weiss Vp Due Diligence May-2011
Vanessa Marie Rodriguez Lambrechts Finop April-2013
Allan Reyes Avena Vp, Advisory Services January-2011
Caren Leslie Coleman Vp, Nph Product & Sponsor Relations January-2010
James Loyd Jr Livingston Nph President & Ceo January-2015

SII INVESTMENTS INC Brokers, Custodians, Auditors and Administrators

Type Company

SII INVESTMENTS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Our Representatives may rely on a number of tools to assist in recommending or selecting an investment strategy to clients, including asset allocation and portfolio modeling software that assists with their analysis of investment options when recommending or purchasing investments for your portfolio. Although our advisory services are generally designed for long-term investing in which investment positions are maintained for a longer period of time (also referred to as "strategic" investing), short-term investment strategies which aim to take advantage of frequent market movements (also referred to as "tactical" investing) may also be made available to accommodate certain circumstances. Investment returns, particularly over shorter time periods, are highly dependent on the value of securities within an investment portfolio which are impacted by trends in the various investment markets. As a result, our investm...
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SII INVESTMENTS INC Portfolio Concentration

SII INVESTMENTS INC Location

5555 W GRANDE MARKET DRIVE
APPLETON, Wisconsin
UNITED STATES, 54913-8403

SII INVESTMENTS INC Contact Information

Phone Number: 800-426-5975
Fax Number: 920-954-2778
Website:

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