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- Education University of Rochester
- Qualifications BA Economics
- Job Title Founder
- Industry Financial Services
- Investment Experience 20+ years - Winner of the 2008 Charles H. Dow award
- Founded 1993
- Company Name 401 Advisor
- Number of Employees 4
-
Website
http://www.401advisor.com -
Blog
http://www.deshurkoblog.… - 203 West Franklin Street
- Centerville
- Ohio
- United States
- 45459
- Website
- Company website with portfolio and …
401 Advisor
Investment Adviser
Bill Deshurko founded 401 Advisor in 2003 after becoming frustrated by losses incurred through a typical "buy and hold" approach. He developed a strategy primarily for retirees and other investors who need a high monthly income to maintain their lifestyle. The strategy is also suited for conservative investors who can receive growth through reinvested dividends.
Investment process
Bill identifies high yielding securities that have the financial ability to maintain a dividend. He looks for modest dividend companies that have shown a history of raising dividends. He likely will keep 20% of portfolio liquid for hedging purposes to maintain principal.
Company background
Bill started this portfolio in response to clients' needs. His clients have worked too hard to go through retirement living off of 1%-2% yields from the bank, or to risk their capital by investing in growth investments that haven't grown.
Personal Interests
Lacrosse coach for middle school boys. Enjoy sailing and tennis.
Investment models
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401 Advisor Dividend and Income Plus
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography US
- Style Yield
Performance-
3.2%90 day
-
10.0%365 day
Avg. Sub.-
2.9%90 day
Monthly vs S&P500-10.0% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.