Mark Shone

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Consumer Services

Finance

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Mark William Shone was the founder and had held the position of President at Shone Asset Management LLC from 2005 to 2021.
Shone Asset Management LLC was founded in 2005.
Mr. Shone obtained an undergraduate degree from California State University-Sacramento in 1988.

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Empresas	Cargo	Fin
Shone Asset Management LLC Shone Asset Management LLC Investment ManagersFinance Shone Wealth Management analyzes a client's goals, objectives and risk profile, to develop a portfolio using a strategic asset allocation process which employs the Modern Portfolio Theory approach. Portfolios are implemented with products that keep in mind both expenses and tax efficiency (when used in a taxable account). Exchange traded funds, mutual funds and individual bonds are the primary investment vehicles used in client portfolios.	Director Ejecutivo	01/05/2021

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California State University-Sacramento California State University-Sacramento Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shone Asset Management LLC Shone Asset Management LLC Investment ManagersFinance Shone Wealth Management analyzes a client's goals, objectives and risk profile, to develop a portfolio using a strategic asset allocation process which employs the Modern Portfolio Theory approach. Portfolios are implemented with products that keep in mind both expenses and tax efficiency (when used in a taxable account). Exchange traded funds, mutual funds and individual bonds are the primary investment vehicles used in client portfolios.	Finance

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