Business Details
32 Years
experience
Trusted Financial Advisers in Rollingbay, WA
Seattle Asset Management has been dedicated to delivering superior investment advisory services since 1994. Our firm specializes in crafting personalized portfolio management solutions for high-net-worth individuals, trusts, endowments, foundations, and family offices. With over three decades of combined experience, our team prioritizes wealth preservation as the foundation for achieving long-term financial goals. We employ time-tested investment disciplines to navigate market cycles, emphasizing benchmark-beating performance in core equity and balanced account portfolios. Our consultative process begins with in-depth conversations to understand each client's unique financial circumstances, risk tolerance, and personal objectives. We implement customized Wealth Management Plans through tactical asset allocation across fixed income, equities, cash, and alternative investments.Our commitment to excellence extends to continuous plan evaluation and adjustments as client needs evolve. Clients benefit from direct access to experienced professionals who have successfully guided portfolios through multiple market downturns, including the 2001 and 2008 financial crises. We maintain transparency in our approach while avoiding unnecessary risk-taking with client assets. Our founder's extensive background in major institutional firms and personal investment success further strengthens our advisory capabilities. This combination of experience, discipline, and client-focused service defines our approach to wealth management.
Services
Portfolio Management
Wealth Preservation
Asset Allocation
Investment Advisory
Wealth Management Planning
Details
- Year established: 1994
Highlights and features
- We have over 30 years of investment advisory experience navigating multiple market cycles
- Our wealth preservation focus prioritizes long-term financial security over short-term gains
- Founder brings institutional experience from major firms like Smith Barney and Dain Bosworth
- Proven track record guiding clients through financial crises in 2001 and 2008
- Personalized approach combines portfolio management with comprehensive wealth planning
Services
Portfolio Management
We provide customized portfolio management solutions tailored to individual client needs. Our approach combines strategic asset allocation with active risk management across multiple investment classes. With decades of experience navigating market cycles, we focus on preserving capital while pursuing growth opportunities through disciplined investment strategies.
Wealth Preservation
Our wealth preservation strategies prioritize capital protection as the foundation for long-term financial success. We implement diversified investment approaches that balance risk and return objectives while maintaining liquidity for client needs. This philosophy has successfully guided clients through multiple economic downturns since our founding in 1994.
Asset Allocation
We develop customized asset allocation strategies across fixed income, equities, cash, and alternative investments. Our tactical approach adjusts portfolio weightings based on market conditions while maintaining alignment with client risk profiles. This dynamic strategy helps optimize returns while managing downside risks in various economic environments.
Investment Advisory
Our investment advisory services combine personalized financial planning with professional portfolio management. We work closely with clients to understand their unique financial situations and create tailored investment strategies. Our consultative approach ensures ongoing adjustments to portfolios as client circumstances and market conditions evolve.
Wealth Management Planning
We create comprehensive wealth management plans addressing retirement, intergenerational wealth transfer, and philanthropic goals. Our process includes detailed analysis of financial circumstances, risk tolerance assessment, and customized investment policy statements. This holistic approach ensures all aspects of a client's financial life are coordinated effectively.
People
Edward M. Labanara, Jr.
Founder and Principal
Edward M. Labanara, Jr. has over 30 years of investment advisory experience. He founded Seattle Asset Management in 1994 after co-founding another successful Seattle wealth management firm. With expertise from major institutions like Smith Barney and Dain Bosworth, he specializes in guiding clients through market cycles while preserving capital.
Questions
What types of clients do you work with?
We specialize in serving high-net-worth individuals, trusts, endowments, foundations, and family offices with personalized investment management solutions.
How do you approach risk management?
Our approach emphasizes wealth preservation through diversified portfolios and strategic asset allocation across multiple investment classes to manage downside risks.
What is your investment philosophy?
We focus on identifying quality businesses with sustainable competitive advantages while maintaining a disciplined approach to achieving benchmark-beating returns.
How are your services priced?
We provide customized investment solutions with transparent fee structures based on the complexity of each client's financial situation and investment needs.
Do you work with out-of-state clients?
Yes, we serve clients nationwide under applicable de minimis registration standards while maintaining our primary office in Washington State.
