WEALTHMARK

WealthMark, LLC. is a registered investment advisor 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... WealthMark manages four separate strategies that are implemented through the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Juggernaut All Equity Risk Parity 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.

Also known as: WealthMark, LLC

Primary location: Bellingham United States