Company Description

WealthMark manages four separate strategies that are implemented through the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Phoenix Risk Neutral Portfolio, and the Galileo Enhanced 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.

Products & Services

Portfolio Management ,   Customized portfolio solutions ,   24/7 customer service ,   DaVinci Fixed Income Portfolio ,   WealthMark manages four separate strategies ,   Crucible Multi-Strategy Portfolio ,   Galileo Enhanced Risk Neutral Portfolio ,   All weather strategies ,   Phoenix Risk Neutral Portfolio ,   Absolute return strategies ,   Estate and tax planning ,   Turnkey asset management programs