SVA PLUMB WEALTH Overview

Sva Plumb Wealth Management Llc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 66 employees, of which 43 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 642MM in positions, representing 33% of the manager's regulatory AUM.

SVA PLUMB WEALTH StockAlpha

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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

SVA PLUMB WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHM 8.87% ETF 2.64% 0.1% 7 0%
FNDF 6.1% ETF -1.03% -0.16% 8 1%
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FEATURED IN
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SVA PLUMB WEALTH Founders and Key Employees

Name Title In Position Since
Raymond H. Boysen Elected Manager/Vice President March-2011
Thomas G. Plumb Elected Manager/President/Ceo March-2011
Timothy R. Obrien Elected Manager/Vice President March-2011
Kathryn L. Norton Elected Manager/Treasurer March-2011
Brian H. Reamer Vice President January-2012
Connie M. Redman Chief Compliance Officer April-2012
Carl E. Schultz Elected Manager/Chairperson June-2013
Kurt G. Krumholz Elected Manager/Vice President March-2014

SVA PLUMB WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

SVA PLUMB WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SVAP WM strives to provide solid long-term investment returns through a combination of capital appreciation and current income. Clients rely on SVAP WM to manage their assets and minimize portfolio volatility through market fluctuations.

In its selection process, SVAP WM seeks diversification through investment instrument diversification, as well as by asset class, geography, capitalization, and industry. SVAP WM asset allocations may be based on a proprietary methodology, including model portfolios recommended by our Investment Committee, and customized based on the client’s investment restrictions and risk tolerance. SVAP WM works closely with clients to develop and tailor
individual portfolios to the clients’ financial objectives and risk profile.


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Portfolios managed by SVAP WM may consist of managed mutual funds, index or exchange- traded funds (ETFs), individual equity and f...
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SVA PLUMB WEALTH Portfolio Concentration

SVA PLUMB WEALTH Location

1221 JOHN Q HAMMONS DRIVE
MADISON, Wisconsin
UNITED STATES, 53717-4966

SVA PLUMB WEALTH Contact Information

Phone Number: 608-824-8800
Fax Number: 608-824-2101
Website:

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