Tacoma, WA Office

Hawkins Investment Counsel provides investment management and financial planning to individuals, high‑net‑worth clients, families, businesses, trusts and institutional clients. The firm offers custom securities portfolios and, when requested, written financial planning covering estate, tax, college, insurance and investment planning.

The firm’s investment process begins with top‑down economic analysis—global then U.S.—and uses quantitative screens to generate ideas followed by fundamental company and fund research to construct diversified portfolios that blend no‑load mutual funds, ETFs and individual securities. Portfolios are managed to balance diversification and targeted growth, with daily monitoring by advisors, at least annual reviews of client goals, and firm‑produced quarterly reports in addition to custodian statements.

What is distinctive about Hawkins is that it manages its reported assets entirely on a non‑discretionary basis, so clients retain final trade approval rather than delegating trading authority — an arrangement that is uncommon among similar team firms. The firm also documents trade‑error procedures, does not vote client proxies, and routinely invests across a broad set of instruments (including ADRs, REITs, ETNs, options and mortgage‑backed securities) while accommodating written client restrictions.