![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>)
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.
Postes actifs de Bill Doepker
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 29/03/2010 |
Anciens postes connus de Bill Doepker
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | 01/03/2010 |
Formation de Bill Doepker
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Entreprise privées
Relations
48
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
