Investment Management with Your Life in Mind.
Too often, an investment portfolio is a source of angst and gnawing questions:
“Am I missing out on any new opportunities?”
“How much am I likely to lose in the next market downturn?”
“Can I really rely on this portfolio to fund my needs and goals?”
We help you answer these questions with confidence.
A portfolio you can count on for decades to come
At Laird Norton, your investments are part of an overall plan that reflects who you are and what you want to accomplish. Our ultimate goal: getting you the highest net return comfortably, so that you can live the life you always wanted. With a team of investment experts at your side, you receive:
#1
Access to Unique Investment Opportunities
We use our size and experience to get you exposure to investment opportunities individuals can’t access on their own. These include alternative and private market investments, as well as real estate and other niche asset classes.
#2
Sustainable Investing Options
If you want to align your personal values alongside your financial objectives, we can create a sustainable investing program across nearly all asset classes and sustainability themes to match your financial goals and impact intentions.
#3
Customized Investment Solutions
We do not take a cookie cutter approach to investment portfolios. Your strategy is unique to your situation, and the goals and aspirations you seek.
#4
Tax Expertise
Working in tandem with our resident tax experts, we invest your portfolio in a way that maximizes tax efficiency.
#5
Objective Advice
As a fee-only registered investment advisor, we work for one purpose: your outcomes. We receive no commissions, ensuring that the advice we give you is independent and unbiased. We do not offer investment products of our own or receive compensation from managers we recommend. This structure ensures your interests, are our interests.
What Sets Us Apart: Investment Management at LNWM
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over multiple generations.
