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 their financial journey.
WealthMark’s actively managed portfolio utilizes an alpha beta separation strategy. We deploy the strategy using a global macro overlay to control risk allocation and minimize portfolio turnover. Firm research shows this methodology lowers overall portfolio risk while generating alpha.
Our passive portfolio follows an endowment model by diversifying across multiple asset classes but in a more risk controlled manner. We focus on securities with the lowest volatility within each asset class. Our research shows this approach has historically pushed the limits of efficient frontier by maximizing returns and minimizing volatility. For risk averse clients, we can reduce risk even further by moving away from the efficient frontier through an increased allocation to the lowest volatility asset classes.
We conduct a thorough analysis of your life goals and your tolerance for risk to create a diversified portfolio that is ideal for you. We take a common sense approach to investing and implement a strategy that has stood up to the test of time. In addition, we add alternative and illiquid investments, when appropriate, with the goal of enhancing returns and reducing volatility.
Our process starts with getting a picture of who you are by creating your own balance sheet and cash flow statement. We then construct a pro-forma balance sheet and cash flow statement for you later in life at a major turning point, like marriage or retirement. Next, we calculate the exact rate of return needed to meet your goals and construct portfolios to meet those returns with the lowest risk. WealthMark also engages in advanced estate planning such as succession planning, trust planning, or life insurance.
Our firm is committed to giving back to the global community through the microfinancing site Kiva.
Services offered range from portfolio management to estate and tax planning. Check out the list below to gather a better understanding of what we are capable of delivering.
1329 North State Street, Suite 206
Bellingham, WA 98225
Local: (360) 734-1323
Toll-Free: (877) 734-1323
Fax: (360) 544-0119