Bellevue, WA Office

Hallett Advisors serves individual clients — including high‑net‑worth households — as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and consulting, discretionary and non‑discretionary portfolio management, selection of third‑party managers, pension consulting, and expert‑witness services.

The firm customizes investment advice to each client’s stated objectives and risk tolerance, providing ongoing monitoring and periodic rebalancing while using both fundamental and technical analysis and a mix of long‑ and short‑term strategies. Hallett Advisors may recommend outside money managers and coordinates execution through custodians, and it advises clients to consult tax professionals because tax efficiency is not its primary investment objective.

What distinguishes the firm among its supported peers is its multi‑office footprint — operating through five or more offices — and its affiliation with another registered investment adviser via its parent company, arrangements the firm discloses when making recommendations. The firm also offers specialist services that are less common for similarly sized advisers, notably ERISA/pension consulting and retained expert‑witness engagements related to divorce planning and retirement plan matters.