WealthArch Investment Services
Trustworthy, ethical, and fully transparent.
Financial Services in Pasadena
WealthArch Investment Services is an independent, actively managed investment firm that has been providing financial services in Pasadena, CA for nearly ten years. WealthArch is run by portfolio manager, Earl Yaokasin, CFA. Earl is a fiduciary with over two decades of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients.
WealthArch utilizes a proven investment strategy that creates downside protection and leads to reduced portfolio swings from market turbulence in volatile and significantly down markets. Our number one rule is, “Don’t lose money.” WealthArch only invests in companies whose stock prices provide a margin of safety, or buffer, for unexpected negative events.
Independent & Value Focused
WealthArch is an independent investment company and not beholden to large Wall Street companies or too-big-to-fail banks that often push their financial advisors to adhere to the corporate party-line stock or mutual fund recommendations. WealthArch also doesn’t sell potentially unwarranted and high-fee financial products like structured notes, insurance and annuities. In contrast, WealthArch focuses on value investing, similar to Warren Buffet’s successful approach, and proven strategies to create growth with downside protection to enable clients to steadily move towards their life goals and aspirations with confidence.
Services
Complete investment management
- For Individuals and Organizations
- Investment Management
- Financial Independence Planning
- Contingency Planning
- Education Planning
- Tax Planning
Our Approach
Proven value investing strategy
- Thorough Investment Analysis
- Concentrated and Contrarian
- Prudent Risk Management
- Full Transparency
- Partnership/Coaching
- Reasonable Fees
Client Experience
Communication and full transparency
- Your Portfolio Anchor
- Accountable and Always Available
- Free 401(k) Advice
- Clients Become Educated Partners
- Fiduciary Guarantee
- $400,000+ Minimum Required
Financial Independence
Watch WealthArch’s Earl Yaokasin discuss financial independence and how to choose a financial advisor.
We Value Your Trust
WealthArch is one of the highest-rated financial services companies in Pasadena. Don’t take our word for it. Read what others are saying.
ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. Learn more about their selection process here.
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What is Value Investing?
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