Josh Betts
Founder | CEO | Managing Partner at Aletheian Wealth Advisors
- Role
- Founder CEO Managing Partner at Aletheian Wealth Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Experience
Founder CEO Managing Partner
May 2019 — Present · Bellevue, WA, US
Aletheian means \"Truth and transparency.\" We guide successful families with multi-generational complexity to create lasting legacies.Aletheian Wealth Advisors puts you first, always. We are a fee-only multi-family office model that serves as a true fiduciary. You will benefit from the highest level of personal service, advanced wealth planning, and intelligent investment management.We help clients conceptualize the notion of a “family enterprise,” and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind.
Education
Oregon State University
Bachelor's Degree, Psychology
1995 — 1999
Moody Bible Institute
Master's of Divinity, Theology/Theological Studies
2000 — 2003
Skills
- Derivatives
- Portfolio Management
- Investment Management
- Equities
- Investment Advisory
- Investment Strategies
- Investments
- Asset Allocation
- Wealth Management
- Asset Management
- Etfs
- Financial Markets
- Trading
- Fixed Income
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