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Stratacore Capital Management, LLC.

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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

2 advisors near New York, NY

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Mikael L

Series 66

New York, NY

Stratacore Capital Management, LLC.

Mikael Larsson is a financial advisor at Stratacore Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Stratacore since 2014. Outside of his advisory role, Larsson serves as Vice President of Backwater Investment Group AB, a business consulting firm based in Stockholm. Stratacore Capital Management provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, small businesses, and insurance-company clients. The firm customizes strategies based on clients’ objectives and risk tolerance, using fundamental, technical, and cyclical analysis to guide security selection and allocation.

Wealth management Retired
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Robert D

Series 66

New York, NY

Stratacore Capital Management, LLC.

Robert Desalvo is a financial advisor at Stratacore Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Stratacore since 2014. In addition to his advisory role, he operates a sole proprietorship involved in insurance product sales and services. Stratacore Capital Management provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, small businesses, and insurance-company clients. The firm customizes strategies based on clients’ objectives and risk tolerance, employing fundamental, technical, and cyclical analysis, with a notable emphasis on managing assets on a non-discretionary basis.

Wealth management Retired
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