400 Winslow Way East Suite 220 Bainbridge Island WA 98110
Phone (206) 842-5770 Fax (206) 842-5554
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.
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.
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
Adhere to this code of ethics.