Denver, CO Office

WMK Investment Partners provides investment advisory and family‑office style services primarily to high‑net‑worth individuals, families, small businesses, trusts, and estates. The firm offers discretionary portfolio management, consolidated reporting and outsourced family office capabilities through a membership arrangement with Family Office Resource Group (FORG), along with separate business consulting and succession‑planning engagements.

The firm’s investment process centers on strategic asset allocation across mutual funds, ETFs, individual securities, private investments and alternative funds, with quarterly reviews and discretionary rebalancing tied to clients’ risk profiles and objectives. WMK discloses that it may recommend or implement strategies that use leverage, derivatives or margin and describes related margin‑and‑leverage risks and procedures for managing allocation among accounts.

Compared with many peers, WMK operates a small, concentrated practice—four advisors serving about 11 client relationships with roughly $211 million in regulatory AUM—and it offers performance‑based or carried‑interest arrangements for certain legacy, accredited clients in lieu of asset‑based fees. The firm also routinely outsources defined family office services to FORG (including fractional CFO work), has updated its practices to no longer vote client proxies, and documents policies intended to address side‑by‑side allocation conflicts when performance‑based and asset‑based accounts are managed concurrently.