Bernie’s Revenge

The view from behind the binnacle at Weatherhelm Capital Management is increasingly clouded by developments in Washington D.C.  The recent failure of the Republican plan to “repeal and replace” the Affordable Care Act (a/k/a Obamacare) has for the moment, at least, been largely shrugged off by the equity markets.  After opening down roughly one percent Read more about Bernie’s Revenge[…]

Brexit

Weatherhelm Capital Management June 29, 2016   “Brexit” by the Numbers On June 23,  the British people undertook an historic vote to leave the European Union.  This political lightning bolt has sent global financial markets reeling.  To put this move in context, we thought it would be useful for our clients to have a look Read more about Brexit[…]

Stephen Lulla joins Weatherhelm Capital Management LLC

CAMBRIDGE, NY.  December 14, 2015.  Weatherhelm Capital Management, LLC (“Weatherhelm”) is pleased to announce that Stephen (“Steve”) Lulla has joined the firm as a Principal, bringing with him over 30 years of experience in institutional investment and small business management. Steve has spent over 15 years working with alternative investment managers, most recently as Managing Read more about Stephen Lulla joins Weatherhelm Capital Management LLC[…]

Kristina Ickes joins Weatherhelm Capital Management LLC

CAMBRIDGE, NY. March 30, 2015. Clark Kastner, Founder and Managing Director of Weatherhelm Capital Management LLC, (“Weatherhelm”) an independent SEC registered investment advisor (RIA) firm, today announced the appointment of Kristina L. Ickes as Northeast Region Executive Director. “We are developing our team with client focused, values–driven professionals who can forge an exceptional brand,” said Read more about Kristina Ickes joins Weatherhelm Capital Management LLC[…]

Weatherhelm Capital Management, LLC Announces Clearing Alliance with Interactive Brokers Group.

CAMBRIDGE, NY. January 26, 2015.  Weatherhelm Capital Management, LLC (“Weatherhelm”) announced today that it has selected Interactive Brokers Group (NASDAQ: IBKR)  to provide custody and clearing services for its clients. “We are very pleased to announce our affiliation with Interactive Brokers,” said Clark Kastner, CEO of Weatherhelm.  “After careful consideration of numerous factors including financial Read more about Weatherhelm Capital Management, LLC Announces Clearing Alliance with Interactive Brokers Group.[…]