Investment Management Solutions
Eagle Harbor Asset Management is a Northwest-based investment management firm, locally owned and operated. Investment portfolios are custom tailored for each client and designed to meet their individual objectives. Diversified portfolios are built upon sound principles with a long-term perspective.

Strengths:

• Eagle Harbor is a Fiduciary. Loyalty, integrity, and professionalism are core values of the firm.
• Extensive portfolio management experience with trusts, 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.
• Significant attention is provided to a limited group of clients.
• As an asset-based fee investment manager, the success at Eagle Harbor is tied exclusively to the success of each client's portfolio.