Wealthcare
Ken Kideckel, CFA, CFP, is a seasoned financial professional with extensive experience in portfolio management and investment analysis. Currently serving as a Portfolio Manager at Wealthcare Capital Management since June 2014, Ken previously held prominent positions at SightLine Investments LLC as Principal and at FolioDynamix as Portfolio Manager. Earlier in Ken's career, roles included Senior Investment Analyst at Lincoln Financial Advisors and Asset Consultant at Towers Watson, where advisory services focused on asset allocation and manager selection. Ken's foundation in finance was built through an MBA in Finance from NYU Stern School of Business, complemented by an AB in Economics from the University of Michigan and a Master's in Taxation from Villanova University.
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Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk