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Todd W

Series 65, Series 66

Seattle, WA

Hamrick Investment Counsel, LLC

Todd Wathey is a financial advisor at Hamrick Investment Counsel, LLC in Seattle, WA, with 17 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at Hamrick Investment Counsel since 2011. His prior experience includes roles at Pacific Portfolio Consulting, LLC and Equitable Advisors. Hamrick Investment Counsel provides discretionary investment supervisory services and limited financial consulting to individuals, foundations, nonprofits, and corporate retirement plans. The firm employs a conservative, long-term investment approach focused on asset allocation and diversification, utilizing low-cost index funds, ETFs, and selected active funds, and incorporates artificial intelligence tools in its investment research and administrative processes.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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Douglas H

CFP®, Series 63, Series 65

Seattle, WA

Hamrick Investment Counsel, LLC

Douglas Haack is a CFP® with 26 years of industry experience, currently serving as an advisor at Hamrick Investment Counsel, LLC since 2020. He previously worked at Cornerstone Advisors, Inc. for nine years and had a brief tenure at Key Bank. Outside of his advisory role, Haack is involved in a real estate business focused on buying, renovating, and selling properties. Hamrick Investment Counsel provides discretionary portfolio management to individuals, foundations, and nonprofit organizations, emphasizing a conservative, long-term investment approach centered on asset allocation. The firm manages substantial assets with a small advisory team, delivering individualized management and discretionary authority.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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Roy H

CFA®, Series 63

Seattle, WA

Hamrick Investment Counsel, LLC

Roy Hamrick is a CFA® charterholder with 13 years of industry experience. He has been with Hamrick Investment Counsel, LLC since 2004, where he is one of two advisors at the firm based in Seattle, WA. Hamrick Investment Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as foundations and nonprofit organizations. The firm employs a conservative, long-term investment approach emphasizing asset allocation and uses low-cost index funds alongside selected active funds and a model stock portfolio.

Wealth management Passive / index investing Active portfolio management Founder/Business Owner
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