WealthMark

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1329 N State St Ste 206
Bellingham, WA 98225
+1 (360) 734-1323
http://www.wealthmarkllc.com

WealthMark LLC, based in Bellingham, Washington, is a registered investment advisor that specializes in global-macro balanced risk investing. The firm is dedicated to enhancing clients' financial journeys through a unique range of services, including various portfolio strategies designed around a risk budget rather than a capital budget.

The firm's portfolio offerings include the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Juggernaut All Equity Risk Parity Portfolio, and Phoenix Risk Neutral Portfolio, each targeting specific economic outcomes and designed to optimize returns per unit of risk. WealthMark also emphasizes community giving through initiatives like microfinancing with Kiva, reflecting its commitment to social responsibility.

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