Mark Dopierala's Contact Details

Mark Dopierala's Company Details

Cavria Advisors

N/A, PA, US • 5 - 9 Employees
Financial Services

RESEARCH DRIVEN WEALTH MANAGEMENTSince 2004 the team at Cavria Advisors has challenged the industry status-quo, unwilling to simply accept business as usual, we founded a firm free of the conflicts of interest that plague many Wall Street firms. Today we serve affluent and high-net-worth investors in a fiduciary setting empowered by the latest academic and industry research.We take a forward looking view of the world.Every investment prospectus warns investors that past results do not indicate future performance yet many investors build portfolios looking in the proverbial rearview mirror. We look forward for opportunities and judge securities and asset classes based on current economic and macro conditions rather then simply looking at their historical performance and extrapolating future results.We take risk management and diversification seriously.Academic research finds most portfolios are dominated by equity (stock) market risk and derive the majority of their future expected returns from equity market performance. We seek to build portfolios that are more diversified and less reliant on equity market performance.