WealthArch Financial Services in Pasadena

WealthArch Investment Services

Trustworthy, ethical, and fully transparent.

Earl Yaokasin - WealthArch Investment Services - Financial Services in Pasadena

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.

WealthArch - Independent and Value Focused

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

Best Financial Services in Pasadena
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WealthArch Investment Services

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Do you have $400,000+ to invest?
Because we’re highly focused on research and analysis in order to make the best possible investments, our time constraints force us to only work with clients who have at least $400,000 to invest with us.