Clients Come First
This core value drives everything we do. While our primary consideration is the unique
circumstances of each client, we are guided by the following principles:
Our relationship with clients and employees is based on the trust we work to earn every day. We focus on doing the "right thing" in our clients’ best interests.
We strive to continually get better at everything we do. Simply being good today is not enough.
As a privately held firm with a dedicated investment team, we can identify unique and contrarian opportunities ahead of the crowd.
We are passionate about what we do. We believe this translates into a superior experience for our clients.
Each client has specific goals and aspirations. In the end, wealth is not what matters most, it is simply a vehicle to help achieve personal fulfillment. We listen so that we can understand what truly matters to you.
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Our Approach
Customized Path
We begin with a detailed financial planning process so that we can understand the entirety of your financial situation and your plans for the future. This gives us the information to understand your goals for retirement, philanthropy, family legacy and any major financial concerns. We then develop a comprehensive plan tailored specifically to meet those goals, including implementing the appropriate investment portfolio.
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Our Approach
More Than Investments
We believe effective wealth management is more than simply providing investment advice or allocating assets to a diversified portfolio. Once we understand the personal and professional goals of each client we endeavor to unwind the complexity of taxes, estate planning, insurance needs, philanthropy and college funding. In short, we seek to understand any financial issues that impact you. We collaborate with you and other trusted advisors to implement personalized solutions to wealth management issues, giving you back peace of mind – and the most valuable asset of all – time.
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Our Approach
A Diversified Approach
Since 1999, we've cultivated relationships and expertise in alternative investments. Our experience allows many of our clients to invest in unique opportunities outside traditional asset classes. We prefer to invest as "close" to the underlying asset as possible by investing directly in the underlying asset. For example, instead of buying Real Estate Investment Trusts (REITs), which we consider stocks, we may invest directly in real estate across the United States. We believe this is an important differentiator that benefits our clients. Our investment team's network and skill allow us to identify and access a wide range of unique investment opportunities. In most cases, we find the risk/reward characteristics of portfolios with alternative investments significantly more compelling than a portfolio consisting solely of stocks and bonds.
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Our Approach
Stocks, Bonds and...
We provide a broad array of traditional asset management strategies for our clients, using both internally and externally managed strategies. Several of our internally managed equity strategies have outperformed their benchmarks. Our ability to access well respected external investment managers complements our internal strategies by providing additional diversification, insight and expertise. Our wide-ranging investment options support the customization necessary to satisfy individual client needs.
Past performance is not a reliable indicator of future results.
Client Experience
We believe that an effective strategy for managing wealth represents the convergence of many independent but related plans with client goals and objectives at the core.
Awards & Recognition
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Barron’s 1,200 Top Financial Advisors: Washington 2018
Erik Morgan was recognized by Barron's as the #1 Advisor in Washington State. Bob Mellon was recognized as the #25 Advisor in Washington State. Read More
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Five Star Professional Wealth Manager Awards 2018
Congratulations to the following Advisors for their recognition as a 2018 Five Star Wealth Manager: Andrew Erisman, Bob Mellon, Christopher Odem, Peter Forras, Peter Wicklund, Robb Carter. Read More
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Gary Furukawa and Erik Morgan Featured in Financial Advisor Magazine
In Financial Advisor Magazine's September issue, "A Talent For Finding Pearls In Stone," Freestone's Founder and Senior Partner Gary Furukawa details how his need for creative investment opportunities led to the formation of Freestone Capital. Read more
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Erik Morgan featured in Barron's
Erik Morgan sits down with Barron’s to discuss Freestone’s investment strategy in the current investor landscape http://bit.ly/2vtnSB6.
In the Community
We are committed to supporting the communities in which we operate, primarily through the Freestone Capital Management Charitable Foundation, and through the individual actions of our partners and employees. In addition to financial support, we encourage our employees (both individually and as a team) to donate their time and expertise. Freestone employees have served on numerous non-profit boards and are involved in a wide range of community programs.
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