We work with individuals and institutions to establish asset allocation parameters and investment guidelines that are appropriate for each client.

The resulting portfolios are managed as separate accounts using some or all of the following investment products:

• Fixed Income, a laddered portfolio of high-quality bonds with an emphasis on taxable municipal and corporate bonds. If appropriate, high-quality tax-exempt bond portfolios are tailored to each client's tax situation.
• Local Economies Income Fund, a private fixed income fund investing in the local economies of the greater Pacific Northwest.
• Upstream 21, a private equity holding company helping to keep local companies local in the Pacific Northwest.

Our separate account management includes personal advisory services and the minimum investment is $5 million.  Local Economies Income Fund and Upstream 21 are available as stand-alone investment vehicles. For further information, including investment criteria, performance, and fee schedule, please call us at 877.211.0034.