Coldstream

Coldstream Capital Management, Inc. is a privately owned investment management firm founded in 1996 and headquartered in Bellevue, Washington, with an additional office in Portland, Oregon. The firm specializes in providing tailored financial services primarily to high net worth individuals and families, as well as charitable organizations and corporations. Coldstream offers customized portfolio management, sophisticated financial planning, and advisory services for pension and profit-sharing plans. The firm manages a diverse range of client-focused equity and fixed income portfolios, investing in global public equity, fixed income, and alternative investment markets. Its equity investments span companies of various market capitalizations, while fixed income investments include high yield corporate bonds, municipal bonds, and treasuries. Coldstream's alternative investments encompass private equity, hedge funds, real estate partnerships, and commodities. Utilizing a combination of in-house and external research, the firm employs fundamental, technical, and cyclical analysis to inform its investment decisions.