WealthMark

Our Vision

WealthMark, LLC is a registered investment advisor based in Bellingham, Washington. We believe in empowering individuals to achieve financial security through globally-informed, balanced risk investing. We take pride in offering a unique array of services aimed at improving each individual's financial journey.

Our Approach

Our investment philosophy revolves around risk management and diversification. We allocate capital based on risk budgets rather than capital budgets, ensuring equal units of risk are allocated across potential economic outcomes. This systematic approach has consistently improved portfolio returns and reduced volatility over time.

Strategic Offerings

We manage four distinct investment strategies:

• Crucible Multi-Strategy Portfolio: Utilizes a dynamic combination of seven strategies for strong returns per unit of risk.
• DaVinci Fixed Income Portfolio: Applies the risk budget concept to an all-bond portfolio.
• Juggernaut All Equity Risk Parity Portfolio: Applies the risk budget concept to an all-equity portfolio.
• Phoenix Risk Neutral Portfolio: Allocates capital based on potential economic outcomes with an overall target standard deviation of 8%.

Comprehensive Services

WealthMark offers a comprehensive range of wealth management services to cater to diverse client needs. These include:

• Custom Portfolio Solutions: Specialized portfolios tailored to individual risk profiles and financial goals.
• Absolute Return Strategies: Investment approaches focusing on generating consistent returns regardless of market conditions.
• Turnkey Asset Management Programs: Comprehensive management of all your financial assets for ultimate peace of mind.

Beyond Investment Management

Our commitment extends beyond portfolio management. We also provide:

• Estate and Tax Planning: Expertise in crafting comprehensive estate plans and tax optimization strategies.
• All Weather Strategies: Comprehensive financial planning and guidance for navigating diverse economic environments.
• 24/7 Customer Service: Accessible and responsive client support at your fingertips.

Join WealthMark and Take Control of Your Financial Future

Contact us today to schedule a consultation and explore how WealthMark can guide you on your unique financial journey.