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 06/30/21. The fund's latest filing disclosed 913MM in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 913MM in positions, representing 75% of the manager's regulatory AUM.
WEALTHCARE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEALTHCARE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 40.99% | ETF | 14.4% | 0.2% | 0 | 16% | ||
| IEF | 38.69% | ETF | 1.99% | -0.92% | 1 | 4% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
WEALTHCARE CAPITAL Portfolio Concentration
WEALTHCARE CAPITAL Location
600 EAST MAIN STREET
SUITE 1240
RICHMOND, Virginia
UNITED STATES, 23219
SUITE 1240
RICHMOND, Virginia
UNITED STATES, 23219
WEALTHCARE CAPITAL Contact Information
Phone Number: 804-644-4711
Fax Number: 804-644-4759
Website: http://www.decaturfinancialadvisor.com
Fax Number: 804-644-4759
Website: http://www.decaturfinancialadvisor.com
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