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Marc A
Series 63, Series 65
Sacramento, CA
Anselme Capital, Inc.
Marc Anselme is a financial advisor at Anselme Capital, Inc. in Sacramento, CA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Anselme Capital since 1998. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm uses proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, and manages pooled investment vehicles, a service that is uncommon among similar advisers.
Alexandre A
Series 65
Sacramento, CA
Anselme Capital, Inc.
Alexandre Anselme is a financial advisor at Anselme Capital, Inc. in Seattle, WA, holding a Series 65 designation with nine years of industry experience. He has worked at Anselme Capital since 2016 and previously was affiliated with Skema Business School from 2014 to 2016. Anselme Capital provides discretionary and non-discretionary portfolio management and retirement-account advice to individuals, corporations, trusts, and estates. The firm develops Financial Profiles and Investment Plans for clients and implements them using proprietary model portfolios focused on mutual funds, ETFs, and selected individual equities, with an emphasis on asset-class funds and periodic rebalancing.
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