Social Investing

Social investment integrates personal values with investment decisions. Social investors typically invest in leading business ideas for a sustainable environment, high quality products, and outstanding employment policy.

Seattle Portfolio Company closely follows socially responsible funds and evaluates them from both a social and financial perspective. We also find social merits of broad asset classes such as small company funds, international stock funds and municipal bonds. Seattle Portfolio Company integrates social investments into portfolios to a level that is commensurate with investor interest.

Charitable

When charitable giving becomes a large part of your financial life, your future giving plans, or your estate, we can introduce you to local or national organizations which will help you. If you want a charitable tax deduction now for later giving, it may be that a community foundation, a charitable endowment fund or a more tailored trust is appropriate for you. While we don’t provide these vehicles directly, we can help you start examining your giving capacity and choices, and introduce you to people or firms which can help.

Lifestyle

We believe money reflects values, and we support our clients in using their money to achieve the best life for themselves and others. Maybe you want to spend generously on family education and renewable energy consumption, while saving on expenses at the shopping mall and the gas pump. Maybe you have a family member or friend who needs some extra help getting by. Maybe expressing your artistic passion and talent happens to be expensive. Perhaps your calling is a lifestyle of simplicity. We want to help you use your money to bring out the best in you.

Ethics

Seattle Portfolio Company is committed to a high ethical standard that includes putting the client first. We certify annually our compliance with the CFA Institute Code of Ethics and Professional Conduct.

The CFA Institute Code of Ethics and Standards of Professional Conduct requires investment professionals to:

Place the integrity of the profession and the interests of clients above their own interests

Act with integrity, competence, and respect

Maintain and develop their professional competence

For more detailed information, see:

CFA Institute Code of Ethics and Standards of Professional Conduct