Wealthcare
Kirk S. has over 18 years of experience in the financial services industry, with a focus on trading and portfolio management. Currently serving as a Trading Specialist at Wealthcare Capital Management since November 2021, Kirk has previously held positions including Portfolio Administrator/Operations at The London Company and Assistant Vice President at U.S. Bancorp Fund Services, LLC. Earlier roles include Hedge Fund Accountant at AIS Fund Administration and Senior Mutual Fund Accountant at State Street. Kirk earned a Bachelor's degree in Business Management from Saint Peter's University in 2004.
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