WEALTHCARE CAPITAL Overview

Wealthcare Capital Management Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 57 employees, of which 40 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 891MM in positions, representing 73% of the manager's regulatory AUM.

WEALTHCARE CAPITAL StockAlpha

-2.3%
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

WEALTHCARE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEF 43.63% ETF -5.6% -2.77% 2 3%
VTI 43.29% ETF 3.01% 0.22% 2 10%
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FEATURED IN
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WEALTHCARE CAPITAL Founders and Key Employees

Name Title In Position Since
Michael Ashker President & Chief Executive Officer December-2013
Teresa M. Schafer Chief Financial Officer & Chief Operating Officer (Treasurer/Secretary For Wealthcare) December-2013
Leonard A. Reinhart Executive Director - Board Of Managers December-2013
Walter P. Maner Board Of Managers - Wealthcare Capital Management Llc December-2013
Ronald E. Madey Chief Investment Officer March-2014
John R. Lohr Chief Compliance Officer January-2015

WEALTHCARE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHCARE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

THE WEALTHCARE SYSTEM

The investment philosophy of WEALTHCARE is based on the fundamental premise that the capital markets are continuously uncertain, and that our job as managers of wealth is to manage those things which we, or our clients, can control over a client’s lifetime or other relevant time period (for institutions). In accepting the notion that the capital markets are always uncertain, one of our primary tasks is to control the amount of capital market uncertainty that is prudent to accept for each client’s financial circumstance, and the effect of that uncertainty on the funding status of all of a client’s unique financial needs and goals. Numerous studies, historical data and common sense, tell us that the primary driver of uncertainty is the amount of a portfolio that is allocated to riskier assets, like equities. This key decision— how much of a portfolio is prudent to allocate...
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WEALTHCARE CAPITAL Portfolio Concentration

WEALTHCARE CAPITAL Location

600 EAST MAIN STREET
SUITE 1240
RICHMOND, Virginia
UNITED STATES, 23219

WEALTHCARE CAPITAL Contact Information

Phone Number: 804-644-4711
Fax Number: 804-644-4759
Website:

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