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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 43% of the manager's regulatory AUM.
WETHERBY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WETHERBY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.63% | Tech | 6.3% | 0.04% | 0 | 0% | ||
| VTI | 5.17% | ETF | 3.16% | -0.03% | 0 | 0% | ||
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FEATURED IN
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.
5
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...
Unlock Full Investment Process Description
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.
5
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...
Unlock Full Investment Process Description
WETHERBY ASSET Portfolio Concentration
WETHERBY ASSET Location
580 CALIFORNIA ST.
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104
WETHERBY ASSET Contact Information
Phone Number: 415-399-9159
Fax Number: 415-399-9330
Website: https://www.wetherby.com
Fax Number: 415-399-9330
Website: https://www.wetherby.com
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