Coldstream is excited to support “A Quest for Confidence Through Strength”

That’s the motto of the Fight the Fear campaign, spearheaded by singer Brandi Carlile and her Looking Out Foundation. Fight the Fear is a community-oriented violence prevention initiative which provides training in basic self-defense skills including awareness, de-escalation, boundary setting, assertive communication, and fighting technique...

Coldstream Earns its Master’s!

College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former...

Ground floor of a dream!

We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events

The Heartbleed security flaw : Securing Your Information

Protecting our clients’ privacy and the confidentiality of their personal information has always been important to us. As our client, you may have concerns regarding reports involving the “Heartbleed” security flaw, which is reported to have potentially affected certain online sites that employ OpenSSL software....

Wealth Management: The Role of the Investment Policy Statement

When our clients begin a wealth management relationship with Coldstream, the first thing they do is sign a stack of paperwork.  This generally includes an Investment Advisory Agreement – our formal contract with you, authorizations to trade your accounts, move assets and shop bonds from...