A complete list of active advisors currently associated with Leeward Financial Partners, LLC
Warmer can help you find a great advisor at Leeward Financial Partners, LLC or one who fits your needs even better.
Leeward Financial Partners is an SEC-registered investment adviser managing approximately $401 million on a discretionary, separately managed account basis for high-net-worth and ultra-high-net-worth individuals and, selectively, foundations, endowments and corporate clients. The firm provides bespoke portfolio management, financial planning and consulting services and typically begins relationships with a detailed fact-finding on goals, risk tolerance, tax and estate considerations; it generally applies a multi-million-dollar account minimum that may be reduced in select cases. The firm applies an institutional-style, long-term asset allocation approach that emphasizes diversification, risk management, cost control and transparency, implementing portfolios primarily with ETFs and individual equities. Leeward typically acts on a discretionary basis, recommends Charles Schwab as custodian and executes most trades through that custodian while employing trade batching and periodic performance and objective reviews to seek best execution. Noteworthy features include principals with institutional investment backgrounds who run a small advisor team yet serve both UHNW individuals and select institutional mandates, and a policy framework that avoids performance fees, cross trades and brokerage referrals. The brochure also discloses an uncommon operational practice: for accounts held away from their recommended custodian the firm may access those accounts using client-provided login credentials (a situation it says is subject to an annual surprise exam by an independent auditor), and the firm does not vote client proxies, leaving voting to clients.
To learn more about the advisors currently working at Leeward Financial Partners, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellevue, WA
| 8
| |
Bellevue, WA
| 3
| |
Bellevue, WA
| 8
|
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