Coldstream Capital Management Inc.
Coldstream Capital Management Inc is an independent, Bellevue, Washington-based asset management and investment adviser firm founded in 1996. The firm offers comprehensive financial planning, wealth management, and investment solutions to a broad client base including high net worth individuals, families, charitable organizations, pension plans, and corporations. With approximately 195 employees, Coldstream Capital Management focuses on delivering tailored investment advisory services and maintains a substantial presence in the Pacific Northwest.
Investment Strategy
Coldstream Capital Management utilizes a diversified investment strategy focused on long-term growth and risk management. The firm primarily serves high net worth individuals, families, and institutional clients by constructing portfolios tailored to each client's unique goals. They provide both discretionary and non-discretionary portfolio management, allocate assets across global equities, fixed income, and alternative investments, and place emphasis on tax efficiency and prudent diversification. Their investment philosophy is grounded in a fiduciary approach, prioritizing client interests and personalized financial advice.
Top Holdings
Equity Positions (1,099)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.56% | $461.9M | 743,974 | $405.00 | $620.90 | +$32.3M |
M MSFT | MICROSOFT CORP | 4.20% | $256.5M | 515,688 | $271.52 | $497.41 | +$51.4M |
V VUG | VANGUARD INDEX FDS | 3.43% | $209.5M | 477,680 | $298.95 | $438.40 | +$99.8M |
H HEFA | ISHARES TR | 3.35% | $204.8M | 5,394,865 | $29.57 | $37.96 | +$10.8M |
V VOO | VANGUARD INDEX FDS | 3.30% | $201.5M | 354,724 | $395.85 | $568.03 | +$19.2M |