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
- be****@****llc.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wealthmarkllc.com
- Keywords
- Absolute Return Strategies, Custom Portfolio Solutions, Turnkey Asset Management Programs, Exclusive Investments.
- HQ
- Bellingham, WA
Wealthmark Llc Questions
Wealthmark Llc's helpline number is +1 360-734-1323
Wealthmark Llc's website is wealthmarkllc.com
Wealthmark Llc's LinkedIn profile is https://www.linkedin.com/company/wealthmark
Wealthmark Llc has
3 employees.
View email and phone details for 3
employees at Wealthmark Llc.
Wealthmark Llc's industry is
Investment Management
Wealthmark Llc's top competitors are
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Wealthmark Financial Services.
Wealthmark Llc's support email address is ben@wealthmarkllc.com
Wealthmark Llc's categories are Investment Management
Wealthmark Llc's founding year is 2007
