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 09/30/16. The fund's latest filing disclosed 151MM in positions, representing 73% of the manager's regulatory AUM.

WOOSTER CORTHELL StockAlpha

-3.8%
Top 25%
3yr 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

WOOSTER CORTHELL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MGC 20.88% ETF 2.14% 0% 11 0%
VTI 10.78% ETF 2.49% 0.03% 0 10%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

WOOSTER CORTHELL Portfolio Concentration

WOOSTER CORTHELL Location

33-A PENDLETON DRIVE
HEBRON, Connecticut
UNITED STATES, 06248-1512

WOOSTER CORTHELL Contact Information

Phone Number: 860-228-0501
Fax Number: 860-228-7744
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B