blog

Insights

December 15, 2015

Coldstream News – Retreat, Celebration, & Events

In Coldstream Happenings

Building Connections & Fostering Growth

At Coldstream, we believe that our people and our culture are key components to our success. This September we hosted an all-company retreat in Seabrook, WA, focused on strengthening ties between our teams. Over the course of two days, we engaged in a variety of team building activities that helped us get to know each other better and create memorable experiences. We find that when we build connections between employees, we develop a stronger foundation from which to better serve you.

Mutual Fund Celebrates Five Years

On September 30th, our Dividend Growth strategy mutual fund proudly celebrated its five year anniversary. About 40% of all mutual funds that are started close before completing their fifth year, making this an important milestone in the life of a fund. “When we started our mutual fund, we had been running this strategy for our internal clients only,” says Bob Frazier, Dividend Growth Strategies Portfolio Manager at Coldstream. “I’m so thrilled that our hard work has ended up creating such a successful venture.” Congratulations to Mr. Frazier and Coldstream for this achievement.

 

Recent & Upcoming Events

ISG Quarterly Webcast Q3:2015 – October 28th at 1:00PM

Analysts from Coldstream’s Investment Strategy Group (ISG) present a 30-minute market update, discussing current economic and market conditions. Plus, hear a special report on one today’s most pressing issues.

Women in Business – November 17th at 4:00PM

Join Coldstream for an evening of networking and conversation as we discuss challenges and opportunities facing women in business today at the beautiful Woodmark Hotel in Kirkland, WA. Hear from female leaders in the community describe their experiences navigating male-dominated workplaces, including Radio Entertainer & Founder of Point Hope Delilah Rene. Reception to follow.

Thanksgiving Day – November 26th – Office Closed

Christmas Day – December 25th – Office Closed

BY LAUREN BAYER, Director of Marketing

Back to Insights

Related Articles

May 7, 2025

What is something important you learned from your mother and father about money and finances?

In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers:   Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

READ MORE

April 11, 2025

Bike to Work Month: Why We Do It

This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA
READ MORE

April 8, 2025

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]

READ MORE