Olympia, WA Office
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Jade & Cowry LLC
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About
Jade & Cowry provides financial planning and investment advisory services to individual clients and trusts, including those with complex needs. The firm offers an ongoing comprehensive planning program with discretionary portfolio management as well as limited-scope, project-based advisory engagements.
The firm follows a predominantly passive, asset-allocation approach, using low-cost mutual funds and ETFs and an Investment Policy Statement to guide periodic rebalancing and tax-aware implementation. Ongoing clients receive continuous planning and monitoring, while hourly engagements are used to address focused issues and implementation tasks.
What is noteworthy about Jade & Cowry is its emphasis on technical, specialist consulting—particularly cross-border financial planning and equity compensation analysis—that other advisers sometimes refer to the firm. It also provides educational seminars and speaking engagements (except in one state) and generally structures client billing around flat annual fee tiers and hourly project fees rather than relying primarily on a percentage-of-assets model.
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Expertise
Based on Jade & Cowry LLC
Location
Olympia WA
Advisors at this office
1
Advisors at this office
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