Individual Investors

Our financial advisors manage over $7 billion in assets, including both brokerage and advisory assets, from six offices throughout the Pacific Northwest. We are dedicated to building trusting, long-term relationships with our clients through disciplined value investing.

We serve our clients throughout the stages of their lives and in all economic environments. We work with individuals, families, trusts, private and public companies, foundations, and endowments and other non-profit organizations.