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Company Name
Greenwich Wealth Management LLC

Greenwich Wealth Management LLC

Greenwich Wealth Management, LLC, founded in 2006, is an SEC-registered investment adviser with more than $1.3 billion under management in separately managed accounts. The portfolio manager, Vahan Janjigian, holds a PhD in Finance and the CFA designation. He serves as Chief Investment Officer at Greenwich Wealth Management. He was previously a finance professor at a number of universities and Chief Investment Strategist at Forbes Media. He continues to teach a course in equity analysis in New York City and Singapore through Baruch College. Vahan Janjigian joined Greenwich Wealth Management in 2010.

Investment portfolio

The US Equity All Cap Undervalued portfolio invests in stocks that are selling for less than their intrinsic value as determined by a conservatively applied discounted cash flow analysis.

Strategy
Stocks

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 1% fee
  • $20,000 min


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.