Jason Phillip Sulkosky

Portfolio Manager-Equities at

Empirical Financial Services LLC

48 year

Consumer Services

Finance

Profile

Mr. Jason P.
Sulkosky is a Financial Advisor & Principal at Empirical Financial Services LLC.
As a financial advisor for over 25 years, he is committed to building close relationships with his clients.
He received his Bachelor's in Business Finance from the University of Washington.

Jason Phillip Sulkosky active positions

Companies	Position	Start
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Portfolio Manager-Equities	2013-12-31

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Private companies	2
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Finance

Private companies