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Jason Phillip Sulkosky
Gestionnaire de Portefeuille-Actions chez
Empirical Financial Services LLC
Profil
Mr. Jason P.
Sulkosky is a Financial Advisor & Principal at Empirical Financial Services LLC.
As a financial advisor for over 25 years, he is committed to building close relationships with his clients.
He received his Bachelor's in Business Finance from the University of Washington.
Postes actifs de Jason Phillip Sulkosky
| Sociétés | Poste | Début |
|---|---|---|
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Formation de Jason Phillip Sulkosky
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category. | Finance |
