Tailored to your Goals: What are you saving for? College educations? Retirement? Your very old age? Your estate? These differing time-horizons suggest a different mix of investments might be appropriate.
Values in Action
We believe that how you handle your money is a reflection of your values. If we all strive to invest in a future we believe in, then the world will become a better place for ourselves and our community. You invest everyday in your family, your community and your future. We support you in this pursuit.
We know you have a lot of choices when it comes to managing your money. We believe that the benefits of our experienced counsel will bring you the time savings and peace of mind you need to focus on the rest of your life. We are “fee-only” and receive no sales commissions for trading.
Why Choose Us?
Tailored service: Personal attention and investing are tailored to your goals and objectives
Experienced: M. Allison Beezer, CFA, has an investing career spanning more than 30 years
Independent and objective: We are not compensated by the investments we recommend to you
Proactive: We will let you know when we think it’s time for a change in your portfolio
Reasonable: We try to balance the forces of growth and stability to provide you with sensible, practical advice
Seattle Portfolio Company is not currently accepting new client households. If this changes, it will be noted here. Please send a note on the contact page if you would like to be on a new client waiting list. Thank you for your interest.