Seattle, WA Office
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Ervin Investment Management
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About
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.
Based on Ervin Investment Management
Expertise
Based on Ervin Investment Management
Location
Seattle WA
Advisors at this office
2
Advisors at this office
John E
Series 65
Seattle, WA
Ervin Investment Management
John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked briefly at Reis Investment Management, Inc. Outside of finance, he has been an elementary school teacher at University Cooperative School since 2011, teaching science and social studies. He also serves as a successor trustee for a family trust, managing investment decisions alongside his siblings. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining fundamental equity analysis with low-cost index ETFs for diversification, managing approximately $270 million for around 98 clients.
Daniel E
Series 65
Seattle, WA
Ervin Investment Management
Daniel Ervin is a Series 65 licensed financial advisor with seven years of industry experience. He is a principal at Ervin Investment Management, where he has worked since 2019. Prior to founding the firm, he spent one year with Reis Investment Management. Outside of finance, he works as an Instructional Specialist for Highline Public Schools, focusing on teacher development and curriculum. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining fundamental equity analysis with low-cost index ETFs, managing approximately $270 million across 98 clients.
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