Velmark Capital Management LLC

Overview

Velmark Capital Management LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses and lists CPO/CTA activity among its business lines, indicating an operational focus that includes futures or commodity trading strategies. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and performance-based compensation. Velmark also identifies itself as an active ESG investor, suggesting environmental, social and governance factors are considered in its investment selection.

Assets & Accounts

Investments & Alternatives