WOOSTER CORTHELL Overview
Wooster Corthell Wealth Management Inc. is an investment advisor that manages 207.7 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 311MM in positions, representing 150% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/20. The fund's latest filing disclosed 311MM in positions, representing 150% of the manager's regulatory AUM.
WOOSTER CORTHELL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WOOSTER CORTHELL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VMCTX | 19.24% | ETF | 11.91% | -0.18% | 6 | 0% | ||
| VTI | 9.94% | ETF | 16.18% | 0.33% | 0 | 8% | ||
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FEATURED IN
WOOSTER CORTHELL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Alan D. Wooster | President | July-1996 |
| Lynn R. Corthell | Chief Compliance Officer/Vp Operations And Administration | July-2011 |
WOOSTER CORTHELL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WOOSTER CORTHELL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
The primary security analysis method used at Wooster Corthell is fundamental analysis.
The main sources of information that Wooster Corthell may use include Morningstar Principia mutual fund and exchange traded fund information, Value Line stock information, corporate websites, Charles Schwab & Company, Inc.'s research service, and the internet.
Other sources of information may include financial newspapers and magazines, trade publications, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
The primary investment strategy used for client accounts is strategic asset allocation. This means that portfolio allocation ratios are selected based on the client’s goals, time horizon and comfort level with market risk. Each cl...
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Methods of Analysis
The primary security analysis method used at Wooster Corthell is fundamental analysis.
The main sources of information that Wooster Corthell may use include Morningstar Principia mutual fund and exchange traded fund information, Value Line stock information, corporate websites, Charles Schwab & Company, Inc.'s research service, and the internet.
Other sources of information may include financial newspapers and magazines, trade publications, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
The primary investment strategy used for client accounts is strategic asset allocation. This means that portfolio allocation ratios are selected based on the client’s goals, time horizon and comfort level with market risk. Each cl...
Unlock Full Investment Process Description
WOOSTER CORTHELL Portfolio Concentration
WOOSTER CORTHELL Location
33-A PENDLETON DRIVE
HEBRON, Connecticut
UNITED STATES, 06248-1512
HEBRON, Connecticut
UNITED STATES, 06248-1512
WOOSTER CORTHELL Contact Information
Phone Number: 860-228-0501
Fax Number: 860-228-7744
Website: null
Fax Number: 860-228-7744
Website: null
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