About Coldstream

Coldstream Special Event – Jason Trennert  Join us Wednesday, January 23rd at the Overlake Club in Bellevue where Strategas Partners Chief Strategist, Jason Trennert will share his major investment themes for 2013.  Strategas serves as a key research and investment strategy partner to Coldstream. Don’t miss this unique opportunity!  Email susan@coldstream.com if interested in attending.

New Team Members  Coldstream welcomed aboard three new team members in December!  Previously a practicing estate planning attorney, Kurt Biederman has joined Coldstream in the role of Associate Relationship Manager providing wealth management services to clients. READ MORE

Thoughts on the “Fiscal Cliff” from the Coldstream Investment Strategy Group

With the elections over, the media has turned its attention to negotiations between the U.S. House, Senate and Administration over tax policy and spending programs to avert what has been dubbed the “fiscal cliff” facing our country.  One of our research resources, Strategas Research Partners, provides a list below of the various tax extensions, programs and spending cuts set to change in 2013 if action isn’t taken between now and year end. Investors have clearly been nervous about the outcome of these negotiations; the S&P 500 stock market index has fallen (as of November 16th) more than 6% from its early October level, with the NASDAQ composite and small cap stocks down even more.READ MORE

Coldstream attending Schwab Impact

Coldstream members Hilary Clark, Catherine Williams and Liz McQueen attended the Schwab Impact event in Chicago.

IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at the forefront of the industry.

Liz & Hilary

Darren Ritchie attaining the CAIA designation

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation.

The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers a wide range of topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management.  Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation and thousands more have become candidates in the CAIA program.  The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.

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