Our Company
McAdams Wright Ragen, Inc. (MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of over $8 billion, including both brokerage and advisory assets. We serve individuals and their families, public and private companies, non-profit organizations, and institutional investors. The firm offers investment advisory, brokerage, equity research, bond and equity trading, asset management, institutional sales, and investment banking.
Our Vision
To be the premier independent investment advisor, broker and investment banker in the Pacific Northwest.
Our Mission
To enhance the financial security of our clients through disciplined analysis, research, planning and investment, throughout the stages of their lives.
Our Values
- Maintain the highest standards of professionalism, respect and integrity with our clients and colleagues
- Cultivate a trusting and collaborative working environment
- Encourage and reward curiosity, innovative approaches and creative engagement
- Provide meaningful opportunities for career growth and development
- Exemplify leadership and commitment by contributing to the communities in which we live and work
Our Services
Experienced professionals dedicated to developing trusting relationships
- Individualized attention to our clients’ financial needs and long-term asset management
- Investment portfolio management, planning and client education based on in-depth investment disciplines and processes
- Accessibility to dedicated and professional support staff for prompt problem resolution
Original research and analysis for investment portfolio management
- Highly respected and experienced research analysts
- Ongoing investment performance that achieves superior results over time
- Consistent adherence to value driven, fundamental investment principles
- Coverage of Northwest and national securities
Bond and equity market trading
- Corporate, municipal and government bond specialists
- Equity trading desks in Seattle and Portland serving both individual and institutional investors
- Commitment to fair executions and knowledgeable assistance to advisors
Investment banking specializing in Pacific Northwest companies
- Advice and guidance in raising capital
- Analysis and execution of mergers and acquisitions
- Appraisals, fairness opinions and strategic services