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Laurelhurst Asset Management
Laurelhurst Asset Management manages customized investment portfolios for individuals and families, their trustees and personal fiduciaries, and for...
Overview
Laurelhurst Asset Management manages customized investment portfolios for individuals and families, their trustees and personal fiduciaries, and for institutions, non-profits and charitable foundations. The firm uses fundamental research to identify high-quality companies with favorable growth prospects, actively selects securities, and dynamically manages portfolios over economic and market cycles. It is an independent Registered Investment Advisor held to the fiduciary standard.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
John Liu JD MBA CFA
founder
John Liu JD MBA CFA
manages stock and bond portfolios for individuals, families, and non-profits
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