A complete list of active advisors currently associated with Seattle Asset Management, Inc.

Warmer can help you find a great advisor at Seattle Asset Management, Inc. or one who fits your needs even better.

Seattle Asset Management is a state-registered independent investment adviser that provides discretionary investment management and consulting to a very small client base that includes high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm documents clients’ personal financial circumstances and objectives and uses an Investment Policy Statement to govern portfolio management and any imposed restrictions. The firm primarily relies on fundamental analysis and a proprietary model built around seven guiding principles to manage equity, fixed‑income, and balanced portfolios with a long-term orientation. It defines risk as the permanent erosion of capital rather than short-term volatility and emphasizes asset allocation as the central risk‑management tool. Compared with many peers, the firm’s acceptance of charitable organization clients and its operation with a very limited number of relationships are notable, supporting a highly individualized, team-style advisory approach and householding of related accounts. Clients are expected to custody assets at the adviser’s recommended custodian, and the firm does not vote proxies, keeping custodial and voting responsibilities separate from its advisory role.

To learn more about the advisors currently working at Seattle Asset Management, Inc., 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.