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.
We Value Your Trust
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