Our goal is to achieve superior returns during all market cycles and across all asset classes. Our first principle of investing is to identify a superior business with strong fundamentals that provides a high-quality product or value added service and possesses a sustainable competitive edge. Our goal is to achieve benchmark beating performance in the core equity portfolio and balanced account portfolios.
We are a small firm specializing in dedicated portfolio management for and high net worth individuals, trusts endowments, foundations and family offices. SAM addresses the needs of our clients by crafting unique portfolio management solutions. We are problem solvers who use portfolio management as our primary tool.
We are a small firm specializing in dedicated portfolio management for and high net worth individuals, trusts endowments, foundations and family offices. SAM addresses the needs of our clients by crafting unique portfolio management solutions. We are problem solvers who use portfolio management as our primary tool.
Services
Ed Labanara, Jr. has over 3 decades of investment advisory experience. Before founding the firm in 1994 he co-founded another successful Seattle based wealth management firm. Prior to that he worked at Foster and Marshall, Smith Barney and Dain Bosworth where he dealt primarily with the firm's professional investors, major institutional clients, key corporate finance and high net worth clients.
Your relationship with SAM starts with an ad hoc conversation. We ask you about your goals, your risk tolerances financial circumstances, personal and family obligations, cash flow needs and personal issues that impact financial/investment needs. We then help you evaluate them. We take this personal, in depth approach because each client is different in their lifestyle objective and attitude toward risk.
Founded in 1994, Seattle Asset Management specializes in wealth management and dedicated portfolio solutions for affluent individuals, trusts, endowments, foundations and family offices. We are first and foremost wealth preservers. We protect assets by selecting timely investments across all asset classes while balancing risk to achieve our client's investment goals.
Our first principle of investing is to identify a superior business with strong fundamentals that provides a high-quality product or value added service and possesses a sustainable competitive.
This advantage includes such things as providing a superior product or service, having the leading market share, being the low cost producer, possessing a superior distribution system, utilizing better technology, having superior research and development technology, or offering the best possible customer service.This sustainable competitive advantage is what differentiates a company from its competitors.
This advantage includes such things as providing a superior product or service, having the leading market share, being the low cost producer, possessing a superior distribution system, utilizing better technology, having superior research and development technology, or offering the best possible customer service.This sustainable competitive advantage is what differentiates a company from its competitors.
Do I Need Professional Management? - A prospective client should first ask himself "How am I doing"? An investor who has the time to identify his objectives, risk tolerances, personal and family obligations, assess performance over several market cycles is satisfied with his results need not consider retaining a professional money manager.
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