Coldstream Tactical Allocation Decisions: An Example

Investment decisions at Coldstream are made by our Investment Strategies Group (ISG), which is composed of client portfolio managers, as well as managers of other Coldstream investment vehicles such as our 401K and alternative investment products. ISG sets strategic parameters for its asset allocation decisions....

Company Retreat

Our company retreat this September took us to Mountain Springs Lodge in Plain, Washington where, during an active yet relaxing weekend, we fly-fished, rode horseback, and zip-lined. More importantly, the retreat provided a great opportunity to hone the cooperative and team-building skills vital to serving...

September Market Commentary

September started out great and ended with a whimper. The market as measured by the S&P 500 reached an all-time high two weeks ago when the S&P closed at 2011. Subsequently we have corrected 4% on an intra-day basis. Most pundits have been calling for...

Coldstream Sponsors 2014 SCIAW Green Lake Walk & Roll

We are excited to be sponsoring the Spinal Cord Injury Association of Washington’s 4th Annual Walk & Roll! The first SCIAW Green Lake Walk & Roll was held in October 2011 in partnership with the Christopher & Dana Reeve Foundation. They raised over $11,000 and...