MANAGER SELECTION WITH YOU IN MIND

ACCESS TO TOP-TIER INVESTMENT OPPORTUNITIES

Laird Norton Wealth Management manages more than $4 billion in assets. Our size and reputation opens doors for our clients to top investment managers around the world. What distinguishes our investment approach is direct access to asset managers coupled with deep research, careful selection, and close monitoring of manager performance. The result is portfolios that are optimized for each client’s risk/return profile in all types of market environments.

FINANCIAL RISK MANAGEMENT AND MONITORING

Our Seattle-based investment research team selects only standout asset managers that meet our strict, due-diligence guidelines. Our proprietary manager selection process rigorously analyzes thousands of investment opportunities to come up with a select few in each asset category. And we continue to monitor these managers – including through site visits and performance alerts – to make sure they’re meeting the exacting expectations we set for them on your behalf.

Find out more about Investment Manager Selection and Monitoring.