Who We Are
We are registered, fee-based investment advisors, located in downtown Seattle. Established in 1983, we have been working together and providing investment counsel for over 36 years. We have truly dedicated ourselves to helping our clients enjoy and grow their wealth. Let’s talk about what more you want to achieve.
What We Do
As investment advisors, our investment management services include separately managed portfolios. We seek to construct well-balanced and diversified portfolios. We base our work on academic research, with the goal of providing you with superior risk-adjusted returns. Our primary investment strategies use individual securities, including but not limited to: stocks, exchange-traded funds (“ETFs”), mutual funds and fixed income. Every portfolio is custom-designed, maintained and modified to best accommodate each client’s needs.
Who We Serve
We work with individuals, trusts, estates, charitable institutions as well as corporations, publicly traded companies and pension and profit-sharing plans. Generally, clients with at least $1,000,000 in investable assets benefit most from our services. However, we do have strategies available for those with new capital from an inheritance, life insurance payout, business sale, or a successful IPO.