Wealthmark Llc

Wealthmark Llc company information, Employees & Contact Information

Explore related pages

Related company profiles:

WealthMark LLC is a registered investment adviser based in Bellingham, Washington. Our firm focuses on global-macro, balanced risk investing. We love what we do and take great pride in offering clients a unique array of services aimed at improving each individual’s financial journey. How does it work? WealthMark manages four separate strategies that are implemented through the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Galileo Enhanced Risk Neutral Portfolio, and the Phoenix Risk Neutral Portfolio. All of our strategies share a common root in that each portfolio is designed around a risk budget rather than a capital budget. We attempt to allocate equal units of risk to various potential economic outcomes, such as inflationary, deflationary, expansionary, recessionary, and fluctuating policy environments. Firm research shows this methodology has increased portfolio returns and reduced overall volatility on a historical basis. Most investment managers allocate capital based on return targets. Although this might sound like a reasonable goal, no investor can force markets to meet specified return targets. We invest based on risk exposures and our client’s unique financial goals. By allocating capital across targeted levels of risk, our portfolios consistently outperform industry benchmarks, leaving individual asset performance to fluctuate with market forces. In effect, this greatly enhances the overall portfolio’s return per unit of risk.

Company Details

Employees
3
Founded
-
Address
1329 North State Street, Suite 206, Bellingham,wa 98225,united States
Phone
+1 360-734-1323
Email
be****@****llc.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Bellingham, WA
Looking for a particular Wealthmark Llc employee's phone or email?

Wealthmark Llc Questions

Top Wealthmark Llc Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant