STRATEGIC POINT Overview
Strategic Point Investment Advisors Llc is an investment advisor that manages 566.7 MM dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/31/18. The fund's latest filing disclosed 255MM in positions, representing 45% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/31/18. The fund's latest filing disclosed 255MM in positions, representing 45% of the manager's regulatory AUM.
STRATEGIC POINT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC POINT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 27.79% | ETF | 0.71% | 0% | 0 | 22% | ||
| XLK | 9.59% | ETF | -3.54% | -0.42% | 0 | 11% | ||
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FEATURED IN
STRATEGIC POINT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard J. Anzelone | Chief Compliance Officer | July-2005 |
| Betsey A. Purinton | Managing Director And Chief Investment Officer | May-2010 |
| Andrea R. Felice | Chief Financial Officer | March-2009 |
| Derek M. Amey | Portfolio Manager | July-2010 |
| Richard J. Anzelone | Managing Director | May-2010 |
| Derek M. Amey | Managing Director | September-2013 |
STRATEGIC POINT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATEGIC POINT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
SPIA’s Portfolio Management Committee (“PMC”) is led by Betsey Purinton, CFP®, Managing Director and Chief Investment Officer, and also includes Richard Anzelone, JD, Managing Director and Chief Compliance Officer, Derek Amey, Managing Director and Portfolio Manager and Aaron Reynolds, Asset Allocation Specialist. SPIA’s PMC generally meets weekly to discuss existing and prospective investments, with research being conducted between meetings. Investments are evaluated independently, as well as in the context of clients’ existing holdings and sector exposures.
The PMC works together to conduct fundamental analysis on all securities selected for client accounts. This analysis varies depending on the security in question.
For mutual funds and exchange traded funds (“ETFs”) the analysis generally includes a review of:
• The fund’s management team;
• ...
Unlock Full Investment Process Description
SPIA’s Portfolio Management Committee (“PMC”) is led by Betsey Purinton, CFP®, Managing Director and Chief Investment Officer, and also includes Richard Anzelone, JD, Managing Director and Chief Compliance Officer, Derek Amey, Managing Director and Portfolio Manager and Aaron Reynolds, Asset Allocation Specialist. SPIA’s PMC generally meets weekly to discuss existing and prospective investments, with research being conducted between meetings. Investments are evaluated independently, as well as in the context of clients’ existing holdings and sector exposures.
The PMC works together to conduct fundamental analysis on all securities selected for client accounts. This analysis varies depending on the security in question.
For mutual funds and exchange traded funds (“ETFs”) the analysis generally includes a review of:
• The fund’s management team;
• ...
Unlock Full Investment Process Description
STRATEGIC POINT Portfolio Concentration
STRATEGIC POINT Location
294 WEST EXCHANGE STREET
PROVIDENCE, Rhode Island
UNITED STATES, 02903-1004
PROVIDENCE, Rhode Island
UNITED STATES, 02903-1004
STRATEGIC POINT Contact Information
Phone Number: 401-273-1500
Fax Number: 401-273-8987
Website: http://www.strategicpoint.com
Fax Number: 401-273-8987
Website: http://www.strategicpoint.com
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