A complete list of active advisors currently associated with Agate Pass Investment, LLC

Warmer can help you find a great advisor at Agate Pass Investment, LLC or one who fits your needs even better.

Agate Pass Investment Management serves individual investors as well as trusts, foundations, and endowments, managing about $336 million on a discretionary basis across roughly 124 client accounts. The firm provides ongoing portfolio management, develops individualized Investment Policy and Guideline statements, and generally applies a negotiable $1,000,000 minimum for new portfolios. The firm’s investment approach emphasizes quality and growth at a reasonable price through fundamental research, building diversified portfolios that rely primarily on individual stocks and investment‑grade short‑to‑intermediate bonds with limited use of ETFs and mutual funds. Portfolios are managed with a long‑term, low‑turnover focus intended to limit trading and tax impact and are implemented under discretionary authority. A practice that distinguishes Agate from many peers is its use of borrowing in separately managed accounts, which the brochure indicates is implemented through its custodial arrangements and delegated trading authority — a capability that is relatively uncommon among comparable team firms. The firm also centralizes custody and execution through Schwab Advisor Services, uses aggregated block trades, and permits standing instructions (SLOAs) for certain account transfers, all of which the brochure cites as part of its operational and trading framework.

To learn more about the advisors currently working at Agate Pass Investment, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.