
Eagle Harbor Asset Management
800 Fifth Avenue
Suite 4100
Seattle, WA 98104
206.224.4101 or
800.642.5510
271 Madison Ave S.
Suite 202
Bainbridge Island, WA
98110
206.842.5770 or
800.642-5510
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Investment Management Solutions
Eagle Harbor Asset Management is a Northwest-based investment management firm, locally owned and operated by a team of experienced investment professionals. We construct investment portfolios designed to meet individual client objectives. Diversified portfolios are built upon sound principles with a long-term perspective.
Our Strengths:
- We are a fiduciary. Loyalty, integrity, and professionalism are at the core of our business.
- Our investment team averages over 25 years of portfolio management experience. Each portfolio manager has an extensive background in trust investment management, personal, and retirement accounts.
- Portfolios are constructed using a broad mix of investments, with a focus on individual equity and fixed income securities as opposed to mutual funds.
- We provide quality service to a limited group of clients using a team approach.
- As an asset-based fee investment manager, our success is tied exclusively to the success of our clients' portfolios.
Fees
Eagle Harbor Asset Management, Inc. is a fee only investment advisor. We do not receive commissions or referral fees. Fees are calculated based on a percentage of assets under management. |
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