SA Advisory Profile Picture
  • Founded 2005
  • Company Name SA Advisory
  • Website
  • 4595 Broadmoor SE, Suite 291
  • Grand Rapids
  • Michigan
  • 49512
Manager Disclosure Document

SA Advisory

Investment Adviser

Investment portfolio

SA Advisory Conservative Sector

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
0.56

365 days

Manager performance
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6.3%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Mean-reversion and market timing can indeed work - Terry Steffen

    8 October 2013

    “Figures don’t lie but liars can figure”

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Important Information

1. Performance of the portfolio 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 portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.