Jeff Loehr

Investment Committee Member at

SRS Capital Advisors LLC

52 year

Finance

Consumer Services

Profile

Mr. Jeffrey J.
Loehr, CFA MBA, is a Portfolio Manager at Arax Advisory Partners LLC.
He joined the firm in October 2016.
He serves as a member of the Investment Committee and brings over 18 years of experience managing up to $2 billion in assets for both institutional and individual clients, across various investment styles.
His background in both investment analysis and fund management provides unique perspective and insight into the numerous investment opportunities available to the firm's clients.
Prior to joining SRS, Mr. Loehr was a Partner and Portfolio Manager at Denver Investments, where he and his team were responsible for management of the firm’s Small, SMID and Mid-Cap Growth products.
He holds a B.S.
in Psychology from the University of South Florida and an MBA from the Daniels College of Business at the University of Denver.
He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Society of Colorado.

Jeff Loehr active positions

Companies	Position	Start
SRS Capital Advisors LLC SRS Capital Advisors LLC Investment ManagersFinance Arax Advisory Partners delivers several custom-tailored and proprietary investment strategies that seek to provide profits, all containing risks and the potential for losses. Their methods of analysis are numerous, sophisticated and dynamic in nature.	Investment Committee Member	2016-09-30

All active positions of Jeff Loehr

Former positions of Jeff Loehr

Companies	Position	End
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Portfolio Manager-Equities	2016-04-30

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Private companies	4
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Finance
University of South Florida University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
SRS Capital Advisors LLC SRS Capital Advisors LLC Investment ManagersFinance Arax Advisory Partners delivers several custom-tailored and proprietary investment strategies that seek to provide profits, all containing risks and the potential for losses. Their methods of analysis are numerous, sophisticated and dynamic in nature.	Finance

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