Tips on Preventing Fraud

Unfortunately, in our ever interconnected and automated world, we are seeing a big uptick in cases of fraud. While it is unlikely all cases may be prevented there are several ways you can better protect yourselves and your information. While there is no current way...

A Green Light for Further Gains?

The first half of 2014 turned out to be positive almost everywhere you looked in the financial markets. After posting a stellar 2013, the bull market and asset inflation have continued. While back to back large double digit annual returns from stocks do not happen...

Coldstream Earns Honors

Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we...

On the links at Chambers Bay

This week Relationship Managers Kevin Fitzwilson and Joe Cervantes attended a TD Ameritrade-sponsored event at the beautiful Chambers Bay Golf Club in Tacoma. The course, which will host the 2015 U.S. Open, was in spectacular shape, the weather cooperated, and a splendid time was had...

Helping others . . . and teaching the next generation

It was Spring Break in Mexico—but not how you might think (or see on TV). In April, Coldstream’s Chris Blakeslee led a group of 8 high school students on a mission trip to Tijuana, Mexico. They were part of a larger group of 65 kids....

Coldstream Hire

Phil Platt joins Coldstream as COO Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer. ...