The Consultative Process
Your relationship with SAM starts with an ad hoc conversation. We ask you about your goals, your risk tolerances financial circumstances, personal and family obligations, cash flow needs and personal issues that impact financial/investment needs. We then help you evaluate them.
We take this personal, in depth approach because each client is different in their lifestyle objective and attitude toward risk. Very often our clients have accumulated or inherited wealth in a concentrated form; as Private Wealth Advisors we look to preserve this wealth and start to diversify it.
Once we have a thorough understanding of your needs, objectives and risk tolerance we analyze the issues and offer solutions. We address appropriate investments, diversification, tax needs, liabilities, income and other aspects. We then impliment customized solutions. We are problem solvers who use asset management as our primary tool.
Within this context, we craft a Wealth Management Plan. Very often this will include a strong wealth preservation bias to provide for retirement, future generations and philanthropy. We delineate this in a separate Investment Policy Statement for each aspect of the overall plan. We view this as an ongoing dynamic process that occurs throughout the year(s).
We implement the plan through the tactical asset allocation of fixed income, equities, cash and alternative investments.
We Stress Excellence in Everything We Do
Our continued success depends on achieving superior returns for you our client. We make every effort to identify and seek out the very best investments in all asset classes. We do this in an intense focused manner.
We provide personal access, attentive service and communication. Our experience enables us to offer expert investment advice and creative solutions. When you hire Seattle Asset Management, we become not only your investment advisor; we also become your advocate.
You will benefit from our unique blend of expertise combined with an exceptional commitment to personal service. We are ideal for the client who values a strong personal relationship with their investment advisor. We strive every day to earn your trust.
We routinely review and evaluate your Wealth Management Plan. The lines of communication are always open. As our personal goals and circumstances change we make appropriate adjustments.