Profile
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.
Mark Kenneth Oliver active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2002-12-31 |
Training of Mark Kenneth Oliver
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| Private companies | 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 |
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