Bill Doepker

Gründer bei

Altus Wealth Management LLC

Consumer Services

Finance

Profil

William Henry Doepker has founded Altus Wealth Management LLC in 2010, where he holds the title of Managing Partner.
He worked as a Financial Planning Consultant & Account Executive at Fidelity Brokerage Services, Inc. from 1993 to 2010.
Mr. Doepker received his undergraduate degree from Xavier University in 1991.

Aktive Positionen von Bill Doepker

Unternehmen	Position	Beginn
Altus Wealth Management LLC Altus Wealth Management LLC Investment ManagersFinance AWM’s investment strategy leverages Modern Portfolio Theory to assist in the construction and management of strategic asset allocation and diversification of investment portfolios. Asset allocation consists of a mix of stocks, bonds, cash and alternative asset classes used to construct the portfolio. The firm aims to select investments with low management fees and transaction costs.	Gründer	29.03.2010

Alle aktiven Positionen von Bill Doepker

Ehemalige bekannte Positionen von Bill Doepker

Unternehmen	Position	Ende
Fidelity Brokerage Services, Inc.	Corporate Officer/Principal	01.03.2010

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Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	3
Fidelity Brokerage Services, Inc.
Xavier University Xavier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Altus Wealth Management LLC Altus Wealth Management LLC Investment ManagersFinance AWM’s investment strategy leverages Modern Portfolio Theory to assist in the construction and management of strategic asset allocation and diversification of investment portfolios. Asset allocation consists of a mix of stocks, bonds, cash and alternative asset classes used to construct the portfolio. The firm aims to select investments with low management fees and transaction costs.	Finance