Seattle, WA Office

Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth individuals, and trusts, developing tailored asset allocation plans and selecting specific equity and fixed-income securities to pursue each client’s stated goals. The firm generally requires a $500,000 portfolio minimum and delivers periodic reporting to clients, with the majority of its reported assets managed on a discretionary basis.

The firm’s investment process combines fundamental analysis with technical/charting methods and implements both long-term holdings and occasional short-term trades when warranted; it relies primarily on individual stocks and bonds and uses ETFs and mutual funds only on a limited basis. Eagle Harbor conducts trading and custody through an institutional custodian program that supplies execution, reporting, and related services to support account administration.

A distinctive feature is a formal affiliation with another registered investment adviser and with a CPA-affiliated financial practice, established to provide backup coverage and supplemental service capacity; the brochure discloses this arrangement as a potential conflict and states that no referral or compensation flows between the entities. Eagle Harbor also maintains a written Code of Ethics and proxy-voting procedures and describes controls intended to manage conflicts that can arise from affiliated relationships and overlapping personnel.