WETHERBY ASSET Overview

Wetherby Asset Management Inc is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 59 employees, of which 35 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 494MM in positions, representing 13% of the manager's regulatory AUM.

WETHERBY ASSET StockAlpha

-1.4%
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

WETHERBY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 4.2% Financials 14.32% -0.18% 0 8%
AAPL 3.26% Tech 1.31% -0.02% 0 42%
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WETHERBY ASSET Founders and Key Employees

Name Title In Position Since
Christopher S. Hauswirth Principal/Director Of Alternative Investments October-1998
Debra L. Wetherby Principal/Chief Executive Officer February-1990
Allan K. Jacobi Principal/Chief Financial Officer March-1997
Samuel R. Karetsky Principal/Wealth Manager December-2003
David L. Redo Principal/Wealth Manager August-2003
Karen T. Leech Principal/Wealth Manager July-2004
Christina T. Covalesky Principal/Wealth Manager July-2004
Stephen T. Janowsky Principal / Chief Operating Officer July-2005
Darrell Adams Shareholder December-2007
John K. Mell Principal & Wealth Manager January-2004
Steven P. Herzog Principal & Wealth Manager July-2005
Michael J. Graziano Principal & Wealth Manager September-2000
Andrew G. Pratt Principal/Director Of Research & Wealth Manager August-2006
John M. Olson Chief Compliance Officer April-2012
David E. Ferguson Principal & Wealth Manager January-2014

WETHERBY ASSET Brokers, Custodians, Auditors and Administrators

Type Company

WETHERBY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Wetherby’s Director of Research, Senior Research Analysts, Research Analysts, and Research Associates work together to conduct fundamental analysis on securities recommended for client accounts. Wetherby uses a variety of methods to evaluate the overall financial market, market sectors and various types of securities. Wetherby does its own internal research and analysis as well as receives research and analysis from third parties. Additionally, Wetherby reviews statements and reports provided by other investment advisors who are providing investment management services to Wetherby’s clients. This analysis varies depending on the security in question.







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After developing an investment policy for each client, Wetherby creates a unique long term investment strategy. This strategy integrates the client’s needs and goals with current developments in the economic and financial m...
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WETHERBY ASSET Portfolio Concentration

WETHERBY ASSET Location

580 CALIFORNIA ST.
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104

WETHERBY ASSET Contact Information

Phone Number: 415-399-9159
Fax Number: 415-399-9330
Website:

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