Founded in 1994, Seattle Asset Management specializes
in wealth management and dedicated portfolio solutions for
affluent individuals, trusts, endowments, foundations and
family offices. We are first and foremost wealth preservers.
We protect assets by selecting timely investments across all
asset classes while balancing risk to achieve our client’s
investment goals. We use tactical asset allocation and superior
investment selection as our primary tools.
Our goal is not to beat benchmark index returns
by a few basis points, but rather to achieve superior returns
during all market cycles and across all asset classes. Market
cycles vary and portfolios need to respond. Our investment
parameters allow us to adapt quickly when it is advantageous
to do so.
We believe in time tested investment disciplines.
We recognize the need for creativity and imagination in a
rapidly changing world and are open to new ideas and concepts.
We also believe that “the old way “ that allowed
flexibility among asset classes versus the consultant driven
narrow style boxes of today is still relevant. The two equity
bear markets in the past decade highlight the importance of
a disciplined capital preservation approach. This means maintaining
a cash component, available for opportunistic purchases. Importantly
we shift the mix between equities and fixed income when the
economic or market environment changes.
Our equity strategy invests across the market
capitalization spectrum with the goal of creating high conviction
portfolios that exceed the market averages. Our fixed income
strategy employs a multi-sector and flexible duration approach
that seeks to invest in securities offering the highest risk
adjusted yield and expected total return.
Our flexible balanced strategy combines our equity
and fixed income strategies using a flexible allocation approach.
The strategy seeks to capitalize on the growth attributes
of equities and the capital preservation qualities of bonds.
We offer clients the ability to hold individual
securities and are able to customize the portfolio based on
specific circumstances that may include legacy positions,
tax loss advantages, income requirements etc.
We maintain high ethical standards. Integrity
and honesty are our guiding principles.
We safeguard your personal, non-public information
we obtain to provide services to you. Our focus on your privacy
is documented in our Privacy Disclosure which we provide to
you initially when we enter into a contractual arrangement,
and each calendar year thereafter. If you have questions concerning
privacy or confidentiality please ask us to address those
Understanding your current and future needs is
important to us. To that end, we incorporate generational
aspects into your portfolio based on your needs.
We are accessible and accountable to you. We
are a fiduciary: this means we place your interests ahead
of ours (as a firm and as individuals). Your success and ours
are directly aligned.
In summary, Seattle Asset Management specializes
in wealth preservation. We focus on the identification and
implementation of the very best investment choices for you.
Our historical returns demonstrate that for over 20 years
we have delivered a superior product.