WINCH ADVISORY Overview

Winch Advisory Services Llc is an investment advisor that manages 273.2 MM dollars in regulatory AUM and has 16 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 121MM in positions, representing 44% of the manager's regulatory AUM.

WINCH ADVISORY StockAlpha

-4%
Top 25%
2.75yr StockAlpha Register for more...

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

WINCH ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 8.4% ETF -3.63% -0.36% 0 2%
AAPL 5.96% Tech -2.99% -0.09% 0 42%
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FEATURED IN
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WINCH ADVISORY Founders and Key Employees

Name Title In Position Since
Christina V. Winch President/Chief Compliance Officer August-2004

WINCH ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

WINCH ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:



12
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt t...
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WINCH ADVISORY Portfolio Concentration

WINCH ADVISORY Location

424 E. WISCONSIN AVENUE
APPLETON, Wisconsin
UNITED STATES, 54911

WINCH ADVISORY Contact Information

Phone Number: 920-739-8577
Fax Number: 920-954-5499
Website:

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