Velmark Capital Management LLC

Overview

Velmark Capital Management LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and is identified as a CPO/CTA, suggesting a focus or capability in commodity/derivatives trading strategies. Its fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly, fixed, and performance-based fee structures. Velmark reports being an active ESG investor, which implies some degree of environmental, social, or governance considerations are incorporated into its investment decision process.

Assets & Accounts

Investments & Alternatives

Location & Offices