Edward M. Labanara, Jr., Founder and Principal
Registered Investment Advisor
Ed Labanara, Jr. has over 3 decades of investment advisory experience. Before founding the firm in 1994 he co-founded another successful Seattle based wealth management firm. Prior to that he worked at Foster and Marshall, Smith Barney and Dain Bosworth where he dealt primarily with the firm’s professional investors, major institutional clients, key corporate finance and high net worth clients.
In addition to managing client assets, Ed manages his own assets as well. A successful investor, for more than 30 years, he brings a broad depth of experience over several market cycles to the process of investing. Sticking with his strategies, Ed has been able to create personal wealth, based on his long term experiences. This long term experience is of value to clients who are seeking someone who understands the long haul and not just chasing returns for the next hot thing. This broad depth of experience proved to be invaluable to his clients in navigating two the most recent devastating financial market cycles on record in 2001 and 2008. He was able to successfully navigate his clients through this period with careful insight and safety.
With benchmark beating performance in the core equity portfolio and balanced account portfolios he brings both discipline and an intense focused effort to the investment advisory process.
With long term investment experience Ed has weathered a number of market cycles (positive and negative. Sticking with his strategies, Ed has been able to create personal wealth based in part on his long term experience. This long-term experience is of value to clients who are seeking someone who understands the long haul and not just chasing returns or the next hot thing. This allowed his clients to successfully navigate several of the most devastating financial market cycles in history. Helping clients navigate smooth and turbulent times is what Ed does. Ed focuses primarily on personal customized solutions for every client. Although this is an approach presented by many financial managers, this is what you actually get with Ed…
A graduate of the University of Utah with a BS in both Physics and Political Science he enjoys fishing, water fowling and competing in retriever field trials.