Coldstream Wealth Management | What We Do
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We provide 

peace of mind,

BECAUSE COMPLEX WEALTH REQUIRES
MORE THAN AN OFF-THE-SHELF PLAN

hero_what_we_do_lines

We provide 

peace of mind,

BECAUSE COMPLEX WEALTH REQUIRES
MORE THAN AN OFF-THE-SHELF PLAN

We provide 

peace of mind,

BECAUSE COMPLEX WEALTH REQUIRES MORE THAN AN OFF-THE-SHELF PLAN

OUR SERVICES

OUR PROCESS

The future is not static, so our process is designed to adapt to shifting markets as well as your evolving goals. Our goal is to understand and protect your assets, your future interests and your legacy. We start every engagement with discovery – understanding you and your needs, evaluating your risk tolerance, and then working with our Investment Strategy Group (ISG) to implement your plan within our universe of approved managers and asset classes.

The future is not static, so our process is designed to adapt to shifting markets as well as your evolving goals. Our goal is to understand and protect your assets, your future interests and your legacy. We start every engagement with discovery – understanding you and your needs, evaluating your risk tolerance, and then working with our Investment Strategy Group (ISG) to implement your plan within our universe of approved managers and asset classes.

Comprehensive Wealth Management

Align all aspects of your financial life around your personal goals and values. Maintain balance and proactively address the complicated issues that come with having wealth.

Tailored to Fit Your Life

At Coldstream, we strive to make every financial plan and investment strategy customized – because every conversation begins with you and the future you’re building for.

Teams Built Around Your Unique Needs

You work with an entire team dedicated to assisting you with investment management, cash flow, income tax planning, personal & property insurance consulting, philanthropy planning, wealth transfers, and many other areas relevant to your needs.

Comprehensive Wealth Management

Align all aspects of your financial life around your personal goals and values. Maintain balance and proactively address the complicated issues that come with having wealth.

Tailored to Fit Your Life

At Coldstream, we strive to make every financial plan and investment strategy customized – because every conversation begins with you and the future you’re building for.

Teams Built Around Your Unique Needs

You work with an entire team dedicated to assisting you with investment management, cash flow, income tax planning, personal & property insurance consulting, philanthropy planning, wealth transfers, and many other areas relevant to your needs.

INVESTMENT STRATEGY GROUP

Our Investment Strategy Group (ISG) is composed of Coldstream’s portfolio managers and investment professionals with over 175 years of combined experience. Having a dedicated, in-house investment team means we can adjust to market changes swiftly and ensure that our firm’s strategy is always aligned with our clients’ individual investment needs.

Investment Strategy Group (ISG) meets weekly to Develop, Determine, Set, and Research.

DEVELOP

Develop macro-economic analysis and assess impact on portfolios

DETERMINE

Determine strategic asset allocation parameters

SET

Set tactical asset allocation guidelines

RESEARCH

Research, select, and monitor a list of qualified money managers

Our Investment Strategy Group (ISG) is composed of Coldstream’s portfolio managers and investment professionals with over 175 years of combined experience. Having a dedicated, in-house investment team means we can adjust to market changes swiftly and ensure that our firm’s strategy is always aligned with our clients’ individual investment needs.

Investment Strategy Group (ISG) meets weekly to Develop, Determine, Set, and Research.

DEVELOP

Develop macro-economic analysis and assess impact on portfolios

DETERMINE

Determine strategic asset allocation parameters

SET

Set tactical asset allocation guidelines

RESEARCH

Research, select, and monitor a list of qualified money managers

SPECIALIZED INITIATIVES

When unique circumstances arise, specialized expertise is needed. Coldstream continues to evolve our offering in response to the unique needs of our clientele, and we’re proud to offer the following specialized services:

When unique circumstances arise, specialized expertise is needed. Coldstream continues to evolve our offering in response to the unique needs of our clientele, and we’re proud to offer the following specialized services:

Your Resources

The wealth of our knowledge – at your fingertips. Keep your finger on the pulse of the market with our quarterly webcasts, whitepapers, and Investment Strategy Group market outlook.

EXPLORE RESOURCES »

Our Strategies

Our team of analysts brings their 175 years of combined experience to bear on creating unique investment strategies for our clients. With specialists in large cap equities, small & mid cap equities, bonds, alternatives, and more, our expertise is as diverse as our offerings.

LEARN MORE »

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.