A complete list of active advisors currently associated with First Washington Corporation

Warmer can help you find a great advisor at First Washington Corporation or one who fits your needs even better.

First Washington provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans. The firm works with clients through personal discussions to identify goals, time horizons, risk tolerance and liquidity needs, and currently manages roughly $501 million for a relatively small client base of 24 accounts. The firm’s investment process is fundamentally oriented with a growth‑at‑a‑reasonable‑price (GARP) philosophy that incorporates a value component across an all‑cap universe, and it emphasizes individual stocks, bonds, cash and cash alternatives when constructing portfolios. Portfolio managers use disciplined buy and sell guidelines, perform daily price monitoring and quarterly reviews, and consider trading activity and tax consequences when implementing changes. Noteworthy features include its management of over $500 million of discretionary assets while serving a small number of accounts and operating with a compact advisory team and concentrated ownership (owned by Lewis Investors, LLC, with an individual indirectly holding 90% or more). The firm also uses a soft‑dollar arrangement with Bloomberg Tradebook to obtain market data and execution tools (including Bloomberg terminals and EMSX) and, by policy, does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at First Washington Corporation, 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.