![Mark Kenneth Oliver](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>)
Mark Kenneth Oliver
Algemeen Directeur bij
Oliver Capital Management, Inc.
Profiel
Mark Kenneth Oliver is the founder of Oliver Capital Management, Inc., where he currently holds the title of President & Senior Wealth Manager.
He founded the company in 2003.
In 1993, he received an undergraduate degree from the University of Washington.
Actieve functies van Mark Kenneth Oliver
| Bedrijven | Functie | Begin |
|---|---|---|
Oliver Capital Management, Inc.
 Oliver Capital Management, Inc. Investment ManagersFinance OCM employs modern portfolio theory in addition to optimal asset allocation, striving to place clients optimally along the Efficient Frontier to give their clients the maximum potential return given their proposed asset allocation model with the least amount of risk. The appropriate mix of asset classes is purchased within client portfolios and then monitored closely going forward, in line with the firm’s chosen strategy for principal growth, income protection, and liquidity. Their approach uses broadly diversified portfolios using indexed exchange-traded funds (ETFs) and a systematic strategy to manage investments. | Algemeen Directeur | 01-01-2003 |
Opleiding van Mark Kenneth Oliver
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
97
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oliver Capital Management, Inc.
Oliver Capital Management, Inc. Investment ManagersFinance OCM employs modern portfolio theory in addition to optimal asset allocation, striving to place clients optimally along the Efficient Frontier to give their clients the maximum potential return given their proposed asset allocation model with the least amount of risk. The appropriate mix of asset classes is purchased within client portfolios and then monitored closely going forward, in line with the firm’s chosen strategy for principal growth, income protection, and liquidity. Their approach uses broadly diversified portfolios using indexed exchange-traded funds (ETFs) and a systematic strategy to manage investments. | Finance |
