VALMARK ADVISERS INC. Overview

Valmark Advisers Inc. is an investment advisor that manages 5.6 BN dollars in regulatory AUM and has 217 employees, of which 217 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 71% of the manager's regulatory AUM.

VALMARK ADVISERS INC. StockAlpha

-3.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VALMARK ADVISERS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEU 12.42% ETF -1.08% -0.66% 4 2%
IVE 11.28% ETF 7.74% 0.41% 7 3%
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VALMARK ADVISERS INC. Founders and Key Employees

Name Title In Position Since
Lawrence J. Rybka President, Director June-2000
Lynn M. Goebel Chief Compliance Officer January-2010
Shelly A. Goering Chief Legal Officer November-2011
Michael A. Mcclary Chief Investment Officer January-2010
Dean D. Kohmann Senior Vice President, Investment Services August-2013

VALMARK ADVISERS INC. Brokers, Custodians, Auditors and Administrators

Type Company

VALMARK ADVISERS INC. Investment Strategy

VALMARK ADVISERS INC. Portfolio Concentration

VALMARK ADVISERS INC. Location

130 SPRINGSIDE DRIVE
SUITE 300
AKRON, Ohio
UNITED STATES, 44333

VALMARK ADVISERS INC. Contact Information

Phone Number: 800-765-5201
Fax Number: 330-576-1250
Website:

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