WILLOW CREEK WEALTH Overview

Willow Creek Wealth Management Inc. is an investment advisor that manages 745.6 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 127MM in positions, representing 17% of the manager's regulatory AUM.

WILLOW CREEK WEALTH StockAlpha

-1.1%
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

WILLOW CREEK WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BIV 41.23% ETF -4.43% -2.41% 1 2%
BSV 30.76% ETF -1.2% -0.82% 0 3%
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FEATURED IN
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WILLOW CREEK WEALTH Founders and Key Employees

Name Title In Position Since
Bruce J. Dzieza President May-1999
Heather C. Cleland Chief Compliance Officer, Partner May-1999
Jason R. Gittins Secretary, Partner February-2006
Kelly A. Noonan Chief Financial Officer, Partner February-2006
Mark F. Keating Partner October-2011
Teresa D. Mitchell Assistant Compliance Officer October-2011

WILLOW CREEK WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

WILLOW CREEK WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Our portfolio managers utilize passive management fundamentals, taking advantage of Nobel Prize winning academic theory in the design of investment portfolios. Recognizing that risk and reward are inextricably intertwined we work closely with clients to establish an appropriate level of risk. Core investment strategies of our asset management program include:


• Customizing tax-efficient portfolios to achieve the financial goals of our clients
• Optimizing portfolio structure to compensate investors for the level of risk assumed
• Minimizing unnecessary portfolio risk through diversification
• Maintaining portfolio allocation via systematic rebalancing
• Applying strict discipline in all aspects of portfolio management
• Using low-cost, tax-efficient institutional class investments
• Adhering to fiduciary standa...
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WILLOW CREEK WEALTH Portfolio Concentration

WILLOW CREEK WEALTH Location

825 GRAVENSTEIN HWY. N.
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472

WILLOW CREEK WEALTH Contact Information

Phone Number: 707-829-1146
Fax Number: 707-829-0111
Website:

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