FULL-SERVICE INVESTMENT MANAGEMENT

RESULTS-DRIVEN INVESTMENT ADVISORS

Strategic, intelligent stewardship of your investments is about results. Since 1967, we’ve focused on delivering great results to high-net-worth families, individuals and foundations. Our process, which we call Wealth Regeneration®, is based on customized investment planning, advice and risk management.

INVESTMENT PLANNING ALIGNED WITH YOUR NEEDS

At Laird Norton, investment planning takes into account factors that are often downplayed or even ignored — your life goals, your income needs, your comfort with investment risk, taxes, estate consequences, and numerous other variables, including a preference for Socially Responsible Investing (SRI). For our clients in the Seattle area and beyond, we analyze both the global investment arena and their unique needs. The result is investment portfolios that are truly customized and closely monitored.

FEE-ONLY, GLOBAL INVESTMENT PLATFORM

As a fee-only investment management firm, we look far and wide for investments that best suit your needs. Our investment research team analyzes the entire universe of top-tier asset managers and mutual funds in all major asset categories.

Your team at Laird Norton Wealth Management then selects only the investment opportunities that fit with your plan. We do not offer any mutual funds or products of our own, and we never receive compensation from the managers or funds we recommend. All manager-fee discounts that we negotiate are passed directly on to you. Your interests are our interests.

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