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’s investment strategy is designed to create downside protection and 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 Buffett’s successful approach, we purchase undervalued stocks with potentially higher returns to enable clients to move steadily towards their life goals and aspirations with confidence.
We Value Your Trust
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