Profile
William Henry Doepker has founded Altus Wealth Management LLC in 2010, where he holds the title of Managing Partner.
He worked as a Financial Planning Consultant & Account Executive at Fidelity Brokerage Services, Inc. from 1993 to 2010.
Mr. Doepker received his undergraduate degree from Xavier University in 1991.
Bill Doepker active positions
| Companies | Position | Start |
|---|---|---|
Altus Wealth Management LLC
Altus Wealth Management LLC Investment ManagersFinance AWM’s investment strategy leverages Modern Portfolio Theory to assist in the construction and management of strategic asset allocation and diversification of investment portfolios. Asset allocation consists of a mix of stocks, bonds, cash and alternative asset classes used to construct the portfolio. The firm aims to select investments with low management fees and transaction costs. | Founder | 29/03/2010 |
Former positions of Bill Doepker
| Companies | Position | End |
|---|---|---|
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | 01/03/2010 |
Training of Bill Doepker
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fidelity Brokerage Services, Inc. | |
Xavier University
Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Altus Wealth Management LLC
Altus Wealth Management LLC Investment ManagersFinance AWM’s investment strategy leverages Modern Portfolio Theory to assist in the construction and management of strategic asset allocation and diversification of investment portfolios. Asset allocation consists of a mix of stocks, bonds, cash and alternative asset classes used to construct the portfolio. The firm aims to select investments with low management fees and transaction costs. | Finance |
- Stock Market
- Insiders
- Bill Doepker
















