WEST COAST FINANCIAL Overview

West Coast Financial Llc is an investment advisor that manages 551 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 312MM in positions, representing 57% of the manager's regulatory AUM.

WEST COAST FINANCIAL StockAlpha

-0.4%
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

WEST COAST FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJR 10.99% ETF 13.33% 1.01% 0 5%
AAPL 3.25% Tech -0.31% -0.05% 0 42%
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FEATURED IN
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WEST COAST FINANCIAL Founders and Key Employees

Name Title In Position Since
Euegene D. Yossem Class A & B Member January-2011
Steven A. Weintraub Managing Member, Class A & B Member September-1980
Brian D. Lloyd Class B Member January-2008
Brian D. Lloyd Chief Compliance Officer January-2010
Brian D. Lloyd Managing Member January-2011
Aaron D. Ritter Class B Member January-2008
David C. Gore Class B Member January-2011

WEST COAST FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

WEST COAST FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

WCF’s general investment strategy is to seek real capital growth proportionate with the level of risk the client is willing to take. WCF treats each client account uniquely. WCF will analyze the client’s investment objectives (income and growth needs) relative to the client’s constraints (time horizon, risk tolerance, tax considerations, liquidity needs, and special circumstances). Based on the balance of the goals and risk tolerance, WCF develops an investment policy statement that will include a specific asset allocation model. WCF will then implement the purchase or sale of securities for the client that will move the client’s portfolio to the desired allocation.

WCF selects suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. Different instruments involve different lev...
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WEST COAST FINANCIAL Portfolio Concentration

WEST COAST FINANCIAL Location

1525 STATE STREET
SUITE 104
SANTA BARBARA, California
UNITED STATES, 93101

WEST COAST FINANCIAL Contact Information

Phone Number: 805-962-9131
Fax Number: 805-962-4290
Website:

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