Informed Investors Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Informed Investors Group provides discretionary investment management and advisory services to a small roster of primarily high‑net‑worth individuals and related family accounts, managing roughly $69 million across about a dozen client relationships. The firm operates in a family‑office style and generally requires significant investable assets to establish a relationship.
The firm emphasizes high‑quality growth equities held for longer periods to limit turnover and manage after‑tax outcomes, with supplemental use of mutual funds, bonds or bond funds to generate income or reduce volatility. It also offers customized socially responsible investment screens and access to alternative, community‑focused vehicles such as targeted certificates of deposit and community development loan funds.
Distinctive elements include a co‑advisory arrangement with Loring, Wolcott & Coolidge Fiduciary Advisors, which has primary responsibility for selecting growth stock investments and shares fee responsibilities with the firm. Combined with its very small client base, family‑office orientation, retained proxy‑voting responsibilities, and use of community development instruments, this profile is uncommon among similarly sized independent advisers.
Client services
Expertise
Fee options
5% flat fee on all interest and dividends collected
$0 - $3,000,000: 0.9% $3,000,001 - $6,000,000: 0.6% $6,000,001+: 0.3%
Account minimum: $1,000,000
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Informed Investors Group · Koenig Steven Mark
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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