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 03/31/23. The fund's latest filing disclosed 648MM in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 648MM in positions, representing 87% of the manager's regulatory AUM.
WILLOW CREEK WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WILLOW CREEK WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPAB | 13.53% | ETF | -1.58% | -0.35% | 2 | 2% | ||
| DFAT | 11.35% | Financials | -2.79% | -0.3% | 5 | 3% | ||
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FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
WILLOW CREEK WEALTH Portfolio Concentration
WILLOW CREEK WEALTH Location
825 GRAVENSTEIN HWY. N.
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472
WILLOW CREEK WEALTH Contact Information
Phone Number: 707-829-1146
Fax Number: 707-829-0111
Website: null
Fax Number: 707-829-0111
Website: null
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