TORCH WEALTH Overview

Torch Wealth Management Llc is an investment advisor that manages 237.5 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 137MM in positions, representing 58% of the manager's regulatory AUM.

TORCH WEALTH StockAlpha

-3%
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

TORCH WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 8.92% Cons. Staples -6.82% -0.2% 0 24%
IJR 4.97% ETF 9.09% 0.34% 0 5%
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FEATURED IN
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TORCH WEALTH Founders and Key Employees

Name Title In Position Since
Donald L. Keller Member, Chief Investment Officer August-2013
Irene M. Dake Managing Member, Chief Compliance Officer August-2013
Edward M. Haberer Member/President September-2013
Elizabeth A. Dayter Member/Director Of Client Services September-2013

TORCH WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

TORCH WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Torch Wealth Management uses the following methods of analysis in formulating investment advice:

Fundamental - This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of a company). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in determining
the position to take with that security (underpriced = buy, overpriced = sell or short). Fundamental analysis is about using real data to evaluate a security's value. Although most...
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TORCH WEALTH Portfolio Concentration

TORCH WEALTH Location

4500 COOPER ROAD
SUITE 201
CINCINNATI, Ohio
UNITED STATES, 45242

TORCH WEALTH Contact Information

Phone Number: 513-285-7080
Fax Number: 513-322-4565
Website:

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