A complete list of active advisors currently associated with Ervin Investment Management
Warmer can help you find a great advisor at Ervin Investment Management or one who fits your needs even better.
Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations and small pension funds, tailoring services to client preferences and restrictions. The firm manages about $270 million for roughly 98 clients, holds assets primarily at a third‑party custodian (notably Charles Schwab), and also offers occasional hourly consulting engagements. The firm follows a long‑term, value‑oriented approach using fundamental analysis to select individual equities while commonly placing a portion of portfolios in low‑cost index ETFs for broad diversification; trading is deliberately infrequent to limit transaction costs and tax consequences. Most accounts are managed on a discretionary basis, trades are executed in bulk with allocations planned in advance, and clients receive formal quarterly reviews plus periodic letters addressing portfolio positioning and macroeconomic views. Several aspects are atypical for a two‑adviser, mid‑sized manager: beyond the usual high‑net‑worth and individual clients, the firm’s roster includes institutional entities (including insurance companies, banking institutions, state and municipal government clients, sovereign wealth funds, and other investment advisers), and the firm discloses permitting borrowing in separately managed accounts. The practice is also characterized by a small, co‑owned structure with advisers whose primary professional backgrounds are outside traditional finance, a policy of not accepting referral compensation, and a stated practice of not voting client proxies.
To learn more about the advisors currently working at Ervin Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 7
| |
Seattle, WA
| 7
|
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