Seattle Asset Management

Our Vision and Values

Seattle Asset Management, Inc. is a boutique investment advisory firm committed to delivering superior returns alongside risk mitigation across all market conditions. We prioritize wealth preservation while adhering to time-tested investment disciplines. Founded on integrity and innovation, we work alongside high net worth individuals, trusts, endowments, and family offices to achieve financial success.

Our Team and Philosophy

Led by Edward M. Labanara, Jr., a seasoned investment advisor with over 3 decades of experience, our team of experts possesses deep understanding of financial markets and a proven track record of success. We believe in a holistic approach to wealth management, focusing on personalized portfolio construction and meticulous risk management.

Our Approach to Investing

Our investment philosophy revolves around identifying businesses with strong fundamentals, competitive advantages, and the potential for sustainable growth. We employ a rigorous due diligence process to assess potential investments, ensuring alignment with our clients' unique risk tolerance and financial goals.

Areas of Expertise

• Flexible Balanced Account Strategy: Tailored portfolios designed to balance risk and reward through diversification across asset classes.
• Equity Strategy: Focused on identifying undervalued stocks with strong financial fundamentals and competent management teams.
• Fixed Income Strategy: Investing in high-quality bonds to generate predictable income and mitigate market volatility.
• Core Fixed Income Strategy: Building a diversified portfolio of bonds to ensure stability and capital preservation.

Client-Centric Approach

At Seattle Asset Management, Inc., we prioritize open communication and personalized attention. We actively collaborate with clients to understand their unique financial goals and risk tolerance, creating customized portfolio solutions that align with their aspirations. We regularly review and adjust portfolios to ensure continued alignment with clients' evolving needs and market conditions.

Our Commitment

Our dedication to our clients extends beyond just generating returns. We take pride in providing exceptional customer service, offering timely responses, personalized guidance, and regular portfolio updates. We believe in building lasting relationships based on trust and mutual success.