A complete list of active advisors currently associated with Velmark Capital Management LLC
Warmer can help you find a great advisor at Velmark Capital Management LLC or one who fits your needs even better.
Velmark Capital Management LLC serves individuals, families, institutions, and other clients with customized, actively managed bespoke accounts and tailored financial- and markets-advisory services. The firm offers two service tiers (Investment Management and Premium Investment and Wealth Management) and also provides advisory‑only engagements to support bespoke account design and related planning needs. The firm combines systematic and discretionary research, in‑house technology, and both bottoms‑up and macro top‑down analysis to construct portfolios that span equities, preferreds, REITs, ETFs/ETPs/CEFs, options, futures, currencies, and U.S. Treasuries. Portfolios are designed and managed on an individualized basis with an emphasis on active tax management, ramp‑up/ramp‑down execution, and bespoke risk/return targets; Velmark typically manages accounts on a fully discretionary basis and reports performance relative to chosen benchmarks for educational context rather than managing strictly to an index. Compared with many independent advisers, Velmark is registered with the CFTC as a commodity trading advisor and is an NFA member, publicly publishes anonymous and selected performance reporting, and routinely employs derivatives and borrowing (margin) in separately managed bespoke accounts. The firm also offers performance‑based fee arrangements as an option and generally works with accredited or otherwise qualified clients (including QEPs for futures), reflecting a small, boutique client base and a strategy set that incorporates higher‑sophistication, capacity‑sensitive techniques.
To learn more about the advisors currently working at Velmark Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 0
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