TILLAR-WENSTRUP Overview

Tillar-wenstrup Advisors Llc is an investment advisor that manages 205.7 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 109MM in positions, representing 53% of the manager's regulatory AUM.

TILLAR-WENSTRUP 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

TILLAR-WENSTRUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRF 5.44% ETF 5.04% 0.19% 0 1%
IVE 3.64% ETF 4.85% 0.12% 0 3%
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FEATURED IN
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TILLAR-WENSTRUP Founders and Key Employees

Name Title In Position Since
James G. Tillar Member / Chief Compliance Officer October-2001
Stephen A. Wenstrup Member, Director Of Marketing October-2001
Timothy M. Roesch Vice President, Director Of Operations February-2005
Edward J. Wenstrup Member January-2014

TILLAR-WENSTRUP Brokers, Custodians, Auditors and Administrators

Type Company

TILLAR-WENSTRUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting. In this type of technical analysis, we review charts of market and security activity
in an attempt to identify when the market is moving up or down and to predict when how long the trend may last and when that trend might reverse.

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move ...
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TILLAR-WENSTRUP Portfolio Concentration

TILLAR-WENSTRUP Location

1065 E. CENTERVILLE STATION ROAD
CENTERVILLE, Ohio
UNITED STATES, 45459

TILLAR-WENSTRUP Contact Information

Phone Number: 937-428-9700
Fax Number: 937-436-7504
Website:

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