COMPANION PORTFOLIO MANAGEMENT

Companion Portfolio Management exists to manage the investment portfolios of successful families, businesses and individual clients. Our expertise is the result of decades of strategic, financial and military planning and execution that we will bring to bear as your companion in the effort to design, implement, attain and maintain your investment program. We will work with you to make sure your individualized investment portfolio(s) reflect your true risk parameters by making full use of the stocks, bonds, and exchange traded funds from around the world that best reflect healthy commerce - wherever that commerce is occurring. Finally, we will coordinate and operate in concert and in full support of your accounting and estate planning teams to assure a comprehensive, integrated program to achieve your long term financial goals... Companion Portfolio Management, Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it..

Also known as: Companion

Primary location: Sequim United States