Our Investment Philosophy

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Our first principle of investing is to identify a superior business with strong fundamentals that provides a high-quality product or value added service and possesses a sustainable competitive. This advantage includes such things as providing a superior product or service, having the leading market share, being the low cost producer, possessing a superior distribution system, […]

Retaining an Investment Advisor: Some Questions to Ask

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Do I Need Professional Management? – A prospective client should first ask himself “How am I doing”? An investor who has the time to identify his objectives, risk tolerances, personal and family obligations, assess performance over several market cycles is satisfied with his results need not consider retaining a professional money manager. Who Manages the […]

Asset Allocation

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Asset allocation is the starting point and the most important part of the investment process. The percentage distribution of financial assets among stocks, bonds, cash, and special investments is the primary determinant of an investor’s long – term return. This conclusion is logical because, over time, common stocks generate higher returns than bonds, which provide […]

Fixed Income-Core Strategy –Taxable Accounts

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Core Fixed Income Portfolio Recommendation for U.S. Taxpayers In determining our fixed income portfolios, we document an investor’s need for fixed income exposure as part of a diversified portfolio (asset class). We develop and manage fixed income accounts based each client’s specific circumstances within the context of our “macro- economic” and interest rate viewpoint,”- which […]

Equity Strategy

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We employ a dynamic but risk-averse strategy predicated on the belief that long term results are best achieved by the compounding of gains and the avoidance of major losses. We attempt to limit downside exposure as much as generate upside returns. We avoid “the style box” trap and focus on quality companies diversified across all […]

Flexible Balanced Account Strategy

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The objective of the Flexible Balanced account is to generate a very acceptable after-tax return over full market cycles and preserve capital using a blend of equities and fixed income. We strategically adjust the allocation in our portfolios based on our assessment of our overall market and macro-economic view and the potential of and for […]

Form ADV, Part 2 A – Firm Brochure

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Please visit this link: www.adviserinfo.sec.gov How to Contact Us with Privacy Questions: If you have any questions regarding our privacy policy, please contact Edward Labanara by: Mail at: P. O. Box 4493, Rollingbay, WA 98061 Phone at 206-201-3047; or E-mail at SAM@SeattleAsset.com

Code of Ethics

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Seattle Asset Management, Inc. – Code of Ethics Statement of General Policy This Code of Ethics (“Code”) has been adopted by Seattle Asset Management, Inc. (“SAM”) and is designed to comply with Rule 204A-1 under the Investment Advisers Act of 1940 (“Advisers Act”). The Code is designed to ensure that the high ethical standards continue […]

Privacy Policy

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Trust and Confidentiality are the cornerstones of our relationship. In the course of serving you, our client Seattle Asset Management, Inc. obtains personal information about you.Obtaining this information is necessary for us to provide you with the highest level of service and commitment.The information you provide to us is kept in the strictest confidence. We […]