STELAC ADVISORY Overview

Stelac Advisory Services Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 310MM in positions, representing 21% of the manager's regulatory AUM.

STELAC ADVISORY StockAlpha

-5.9%
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

STELAC ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 35.25% ETF 3.84% 0% 0 29%
VGK 13.71% ETF -2.01% -0.83% 0 4%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

STELAC ADVISORY Founders and Key Employees

Name Title In Position Since
Carlos M. Lopez Ona Cfo/Chief Compliance Officer November-2007
Carlos E. Padula Ceo And Owner November-2007
Eric J. Castillo Coo May-2010

STELAC ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

STELAC ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



METHODS OF ANALYSIS

Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance, and based on our model asset allocation portfolios. The primary securities used for our client portfolios are ETFs. Clients may desire to use third party asset managers or managed accounts in which we will consider as part of the overall asset allocation of the client. If so, we conduct extensive research on manager performance, investment approach, criteria and strategy to manage our clients' assets. W e will also rely on official raw data from government agencies, electronic feeds from providers like Bloomberg and Factset, and data and performance information obtained directly from third party money managers and subscription services to conduct our analysis of investment products...
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STELAC ADVISORY Portfolio Concentration

STELAC ADVISORY Location

654 MADISON AVENUE
SUITE 1101
NEW YORK, New York
UNITED STATES, 10065

STELAC ADVISORY Contact Information

Phone Number: 212-920-3890
Fax Number: 212-920-3888
Website:

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