400 Winslow Way East Suite 220 Bainbridge Island WA 98110
Phone (206) 842-5770 Fax (206) 842-5554  
bradv@agatepassinvestment.com

Registered Investment Advisors

Information on this site is limited to the dissemination of general information on products and services and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

Agate Pass Investment Management, LLC may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Code of Ethics

Agate Pass Investment Management

Our Primary Strengths:

Integrity, commitment, and professionalism are at the core of our business.
We pride ourselves on the expertise and credentials of our people. Our investment team averages over 30 years of portfolio management experience.
Portfolios are constructed using a broad mix of investments, with specialization in individual stock research, invidual fixed income research and asset allocation.
As an asset-based fee investment manager, our success is tied exclusively to the success of our clients' portfolios.
We provide superior service to a limited group of clients using a team approach.

We will:

Act with integrity, competence, dignity

and in an ethical manner

when dealing with the public, clients,

prospects, employers and employees.

 

Practice and encourage others

to act in a professional and

ethical manner that will reflect

credit on ourselves and others

in our profession.

 

Strive to maintain and improve

our competence and the competence

of others in our firm.

 

Use reasonable care

and exercise independent professional

judgment.

 

Adhere to this code of ethics.