Who we serve
While the majority of our clients are local to the Pacific Northwest, we manage portfolios for clients across the western United States. References from satisfied clients are available upon request.The majority of our investment management clients are:
- Financially independent individuals
- Affluent families
- Business owners
- Executive-level personnel of major corporations
- Fiduciaries of trusts
- Philanthropies & non-profit endowment funds
“Discipline is the bridge between goals and accomplishments”
– Jim Rohn
– Jim Rohn