Wealth Mark
Investment Management, 1329 N State St, Bellingham, Washington, 98225, United States, 1-10 Employees
Phone Number: +13*********
Who is WEALTHMARK
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 of...
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Headquarters: 1329 N State St, Bellingham, Washington, 98225, United States
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Date Founded: 2007
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding WealthMark
Answer: WealthMark's headquarters are located at 1329 N State St, Bellingham, Washington, 98225, United States
Answer: WealthMark's phone number is +13*********
Answer: WealthMark's official website is https://wealthmarkllc.com
Answer: WealthMark's revenue is $1 Million to $5 Million
Answer: WealthMark's SIC: 6282
Answer: WealthMark's NAICS: 523930
Answer: WealthMark has 1-10 employees
Answer: WealthMark is in Investment Management
Answer: WealthMark contact info: Phone number: +13********* Website: https://wealthmarkllc.com
Answer: 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 individuals 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 clients 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 portfolios return per unit of risk.
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