Freestone Capital Management

Freestone Capital Management, LLC is an employee-owned investment management firm based in Seattle, Washington, with additional offices in Santa Barbara, California; Portland, Oregon; and San Francisco, California. Founded in 1999, the firm specializes in wealth planning and asset management services, catering to individual investors, high net worth individuals, families, and institutions. Freestone offers a range of services, including estate, trust, and tax planning, as well as philanthropic planning. The firm manages approximately $1.85 billion in assets and invests in both traditional and alternative investments, focusing on public equity and fixed income markets in the United States. Its investment strategy involves fundamental analysis to construct diversified equity and fixed income portfolios, targeting value stocks across various market capitalizations and high-quality taxable or tax-exempt bonds. Freestone Capital Management is dedicated to providing tailored investment solutions to its clients, ensuring a comprehensive approach to wealth management.