Seattle Asset Management, Inc.

Seattle Asset Management serves individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary investment management and separate consulting services to a very small client base and manages roughly $25.9 million across a handful of relationships.

The firm’s investment process relies primarily on fundamental analysis implemented through a proprietary seven-principle model and documented Investment Policy Statements; accounts are managed on a discretionary basis and related accounts may be householded for fee and portfolio purposes. Clients are asked to direct brokerage (the firm recommends and participates in a single institutional custody platform) and the adviser does not use performance‑based fees.

Noteworthy features include its long-established, solo practice with an unusually small number of clients relative to assets under management and daily/weekly portfolio reviews, and the firm’s acceptance of charitable organization accounts, a client type that is relatively uncommon for peers. Other operational distinctions disclosed in the brochure include a formal written IPS and client restriction process, a policy not to vote client proxies, and the availability of ad hoc consulting engagements billed at a fixed hourly rate.