Zach Abraham has been in the financial services industry for more than a decade. He began his career at Russell Investments working with the retirement distribution team. He went on to get his Series 7 and 66 while working for Wells Fargo as a Financial Advisor. Before starting Bulwark, Mr. Abraham served as Chief Investment Officer for Abraham & Co., Inc. – a boutique broker/dealer and wealth management firm in Gig Harbor. Zach started Bulwark Capital Management so that he could provide fee-based services and move away from securities transactions as a method of compensation. “I wanted to get into the fiduciary space of true partnership with my clients. I was already providing my best recommendations, and I wanted to formalize that and become a legal fiduciary. With a fee-based business model, our fates are tied—my success is based on achieving financial success for my clients,” Zach says. Bulwark’s clients like the easy flow of communication they get from the firm, which is a point of pride and an ongoing objective. “We always try to be in reach,” Zach says. But more than that, it’s Bulwark’s focus on doing better than the market that inspires. “I often say that if you’re just going to ‘ride out the market,’ then why pay anyone to handle your money? Our firm’s goal is to do a better job for you than you can do on your own,” he says. Mr. Abraham is a Washington native who holds a Bachelor of Science in Finance from Pacific Lutheran University, where he played football. He is also the host of “Know Your Risk Radio” which simulcasts on multiple platforms. Zach stays busy with his wife and three young children and is a passionate golfer whenever he can find time to get on the course. He is involved with community charities, including a local youth homeless shelter.
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Episode 340
Zach Abraham
Reflections on Life, Markets, & Investing | Zach Abraham
Zach Abraham has been in the financial services industry for more than a decade. He began his career at Russell Investments working with the retirement distribution team. He went on to get his Series 7 and 66 while working for Wells Fargo as a Financial Advisor. Before starting Bulwark, Mr. Abraham served as Chief Investment Officer for Abraham & Co., Inc. – a boutique broker/dealer and wealth management firm in Gig Harbor. Zach started Bulwark Capital Management so that he could provide fee-based services and move away from securities transactions as a method of compensation. “I wanted to get into the fiduciary space of true partnership with my clients. I was already providing my best recommendations, and I wanted to formalize that and become a legal fiduciary. With a fee-based business model, our fates are tied—my success is based on achieving financial success for my clients,” Zach says. Bulwark’s clients like the easy flow of communication they get from the firm, which is a point of pride and an ongoing objective. “We always try to be in reach,” Zach says. But more than that, it’s Bulwark’s focus on doing better than the market that inspires. “I often say that if you’re just going to ‘ride out the market,’ then why pay anyone to handle your money? Our firm’s goal is to do a better job for you than you can do on your own,” he says. Mr. Abraham is a Washington native who holds a Bachelor of Science in Finance from Pacific Lutheran University, where he played football. He is also the host of “Know Your Risk Radio” which simulcasts on multiple platforms. Zach stays busy with his wife and three young children and is a passionate golfer whenever he can find time to get on the course. He is involved with community charities, including a local youth homeless shelter.
In Episode 340 of Hidden Forces, Demetri Kofinas speaks with Zach Abraham, the Principal and Chief Investment Officer of Bulwark Capital Management and the host of the Know Your Risk Radio Program.
Zach and Demetri spend the first hour of their conversation discussing Zach’s approach to investing, where he thinks we are in the economic cycle, and why he believes we continue to see a disconnect between underlying economic fundamentals and asset prices.
In the second hour, Demetri and Zach reflect on the economic, political, and cultural changes that they’ve experienced in their lives, how these changes reflect (and are reflected in) some of the policy choices that have led us to this point in developed countries, how these changes affect Zach’s economic outlook, and how they inform his philosophy as an investor, a parent, and a citizen.
You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.
If you want to join the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you.
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Zach Abraham has been in the financial services industry for more than a decade. He began his career at Russell Investments working with the retirement distribution team. He went on to get his Series 7 and 66 while working for Wells Fargo as a Financial Advisor. Before starting Bulwark, Mr. Abraham served as Chief Investment Officer for Abraham & Co., Inc. – a boutique broker/dealer and wealth management firm in Gig Harbor. Zach started Bulwark Capital Management so that he could provide fee-based services and move away from securities transactions as a method of compensation. “I wanted to get into the fiduciary space of true partnership with my clients. I was already providing my best recommendations, and I wanted to formalize that and become a legal fiduciary. With a fee-based business model, our fates are tied—my success is based on achieving financial success for my clients,” Zach says. Bulwark’s clients like the easy flow of communication they get from the firm, which is a point of pride and an ongoing objective. “We always try to be in reach,” Zach says. But more than that, it’s Bulwark’s focus on doing better than the market that inspires. “I often say that if you’re just going to ‘ride out the market,’ then why pay anyone to handle your money? Our firm’s goal is to do a better job for you than you can do on your own,” he says. Mr. Abraham is a Washington native who holds a Bachelor of Science in Finance from Pacific Lutheran University, where he played football. He is also the host of “Know Your Risk Radio” which simulcasts on multiple platforms. Zach stays busy with his wife and three young children and is a passionate golfer whenever he can find time to get on the course. He is involved with community charities, including a local youth homeless shelter.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
