Hamrick Investment Counsel

Customized portfolio management is the core service, alongside financial planning for individuals, families, foundations, and nonprofit organizations. The firm uses a conservative, generally long-term investment approach, with asset allocation, diversification, and individual security selection guided by each client's risk profile. Financial planning considers how assets can support life goals and the trade-offs involved, and is included with investment management. An Investment Policy Statement documents the management framework, including any socially responsible investing requirements. Client portfolios receive monthly investment committee reviews and daily reviews of prices, trading, and transactions. Quarterly reports cover portfolio performance, activity, strategy, and market conditions. The independent, fee-only advisory firm is based in Seattle and is registered with the U.S. Securities and Exchange Commission.