As fee-only financial advisors we ensure that your investments support your short-term and long-term goals.
Experience matters
Strategic, intelligent stewardship of your investments is about results. At Laird Norton Tyee (LNTyee), we have focused on delivering great results to high-net-worth families and individuals with solid investment planning and investment advice for more than 40 years.
A complete picture for your financial plan
Your wealth grew from your smart decisions and hard work. Now we can help protect and grow it. Our investment planning approach considers all factors of your wealth — your goals, your comfort with risk, and the tax and estate consequences and numerous other variables. As your advocates and wealth advisors, we look at the big picture as well as the details to meet your unique investment needs.
Serving only your interests
As fee-only financial advisors, your LNTyee team reviews the wide universe of top-tier managers and funds and then chooses investments with your best interest in mind. Your investment advisors select only investment opportunities that fit your plan. We do not offer any funds or products of our own, and we never receive compensation from the managers or funds we recommend. Our negotiated fee discounts are passed directly on to you. Your interests are our interests.
Strategic diversification and asset allocation strategies
With an extensive list of top-tier traditional and alternative asset classes to choose from, your portfolio can be custom-tailored with the level of diversity required to meet your goals and make your wealth work for you.
Investment selection and oversight
Our access to managers, deep research, careful selection and continued monitoring of a manager’s success ensure that your investment managers and funds are among the best in their category.
Tax-aware investing
The investment return that matters and supports your financial plan is the amount earned after paying taxes and fees. We keep this in mind while creating efficient portfolios.
Instead of basing asset allocations on models designed for tax-exempt endowments, we carefully consider the tax consequences of dividends and other gains when constructing your investment plan. Among the many tax-aware strategies we employ are matching tax-generating assets with tax-free accounts, taking advantage of losses to offset gains and paying attention to the overall return on your investment after taxes.
Learn more
To discover how our fee-only financial advisors and trust company can meet your investment planning and management needs, please call 800.426.5105 for an appointment.
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