We help you make the most of market opportunities, weather
difficult periods, and personalize your financial portfolio.
With Coldstream, you don’t just get an advisor, you get a team of analysts, working tirelessly to help you keep your finger on the pulse of the markets. We’ll help you navigate unexpected threats and react quickly but judiciously to ever-shifting market opportunities. Let Coldstream be your partner in building, customizing and implementing your investment portfolio.
Bob is a single, never married man. He is a retired tax professional from the oil industry and has been successfully retired for 19 years. He has a $2.2 million dollar investment portfolio that includes a sizeable IRA. The primary source(s) of income are his pension from 25 years of service at a single employer and Social Security. Bob sought to hire an advisor “while I still have my mind and can assess the relationship and confirm its value.” He wanted to remove himself from the day-to-day responsibility of managing his portfolio. Although Bob had used advisors in the past, it only represented 25% of the investible assets. The balance he managed himself enjoyably and “successfully enough that I never fired myself”.
Contact us at any time to schedule a consultation.