Seattle Portfolio Company advises and manages investment portfolios for individuals and households. The Company has a specialty in social investing. M. Allison Beezer, CFA, owns and operates Seattle Portfolio Company.
Seattle Portfolio Company seeks clients who:
- are investing for the long-term such as retirement, ongoing expenses or college
- want inclusion of social investments in their portfolio
- have a balanced tolerance for investment risk
The minimum fee is based on a securities portfolio of $800,000 invested. This does not include current employer retirement plans, real estate or illiquid investments.
