Investment Management

We help you move towards where you want to be

Investing the Emerald Way

Our investment management style is centered around your desires and identifies the best ways to achieve your financial plans. With extensive research, we create your portfolio by choosing investments based on purpose, resilience and risk tolerance. We believe in our way of investing so much that our own money is invested alongside yours. This is one way we practice transparency with our clients.

Connect with our experts (425) 458-3201

Our investment management philosophies

Buy and hold – With years of experience, we know the value of buying and holding companies over long periods of time. Markets can be like riding an emotional rollercoaster, as your investment team, we help take the emotion out of it.

Know what you own – Empowering our clients to understand their portfolios is extremely important to us. When you work with Emerald, you’ll know what you own and why.

Be sensitive to taxes – We manage your investments in a tax-sensitive manner, seeking to take gains and losses at opportunistic times. This helps create better long-term growth.

Evaluate risk tolerance – Investments involve risk. By getting to know you and combining that with our specialized risk analysis software, we create a portfolio designed to grow with a risk tolerance that suits you.

Our investment management philosophies

Know what you own – Empowering our clients to understand their portfolios is extremely important to us. When you work with Emerald, you’ll know what you own and why.

Be sensitive to taxes – We manage your investments in a tax-sensitive manner, seeking to take gains and losses at opportunistic times. This helps create better long-term growth.