SIMPLY MONEY ADVISORS Overview

Simply Money Advisors is an investment advisor that manages 693.9 MM dollars in regulatory AUM and has 37 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 650MM in positions, representing 94% of the manager's regulatory AUM.

SIMPLY MONEY ADVISORS StockAlpha

-2.6%
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

SIMPLY MONEY ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 16.77% ETF 4.72% 0% 0 29%
CIU 11.19% ETF -2.38% -0.43% 1 3%
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FEATURED IN
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SIMPLY MONEY ADVISORS Founders and Key Employees

Name Title In Position Since
Nathan J. Bachrach Ceo January-1995
Edward J. Finke President January-1995
Amy R. Bender Chief Compliance Officer December-2014
Daniel Littman Cfo May-2012

SIMPLY MONEY ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

SIMPLY MONEY ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss (ADV Part 2A Item 8)

11
SMA conducts economic analysis to attempt to develop a strategic outlook for the global economy. SMA also conducts fundamental analysis to assess a security’s or asset class’ value based on factors such as sales, assets, markets, management, products and services, earnings, and financial structure. SMA will conduct technical analysis where SMA will study movements in a security’s or asset class’ price, trading volume, and other market-related factors in an attempt to discern patterns.

SMA will combine the economic, fundamental, and technical analysis into a cohesive investment vision that results in the formation of various asset allocated, investment models. These models will have varying degrees of risk associated with them where risk is defined as beta (or sensitivity) to the US stock market with the S&P 500 Index considered a proxy for the U...
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SIMPLY MONEY ADVISORS Portfolio Concentration

SIMPLY MONEY ADVISORS Location

7890 E KEMPER ROAD, SUITE 200
CINCINNATI, Ohio
UNITED STATES, 45249

SIMPLY MONEY ADVISORS Contact Information

Phone Number: 513-469-7500
Fax Number: 513-469-1234
Website:

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