Freestone Capital Management

Freestone Capital Management, LLC is an employee-owned investment management firm founded in 1999 and based in Seattle, Washington, with additional offices in Santa Barbara, Portland, and San Francisco. The firm manages approximately $1.85 billion in assets and specializes in wealth planning and asset management services for a diverse clientele, including individuals, high-net-worth families, institutions, and charitable organizations. Freestone offers a range of services, including estate, trust, and tax planning, as well as philanthropic planning and convenience services. The firm focuses on traditional and alternative investments, managing separate client-focused portfolios in equity, fixed income, and balanced strategies. Its investment approach is grounded in fundamental analysis, primarily targeting high-quality taxable and tax-exempt bonds, as well as a variety of value stocks across small-cap, mid-cap, and large-cap companies. Freestone benchmarks its portfolio performance against established indices and relies on in-house research for its investment decisions.