In the past year, we have quietly been making exciting improvements to Agate Pass Investment Management. We think you will appreciate these improvements in the organization.
Structured the firm to outlive us all. Agate Pass is built to be here serving our clients indefinitely.
Worked with leading consulting firm to design an employee ownership structure that attracts and retains top-tier talent.
Updated our policies and procedures to align with SEC guidelines thus employing best industry practices.
Invested in technology that allows us to provide financial planning, manage client assets, and keep client information secure from anywhere in the world.
Thanks to many great referrals from you, our assets under management have more than doubled in the past 3 1/2 years!
We continue to refine our niche, focusing on “Custom Solutions for Discerning Clients.”
All of this is being done to provide you with the best service and client experience we can! We hope to remain a valuable part to your family’s financial future and we appreciate serving you as fiduciaries.