![Bill Doepker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Actieve functies van Bill Doepker
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 29-03-2010 |
Eerdere bekende functies van Bill Doepker
| Bedrijven | Functie | Einde |
|---|---|---|
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | 01-03-2010 |
Opleiding van Bill Doepker
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
40
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
