Agate Pass Investment Management LLC

Agate Pass Investment Management, LLC is a Northwest-based investment management firm, 100% locally owned and operated by a team of experienced investment professionals. We manage money by building tailor-made investment portfolios designed to meet individual client objectives. Well-diversified portfolios are built upon sound principles with a long-tem perspective. 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. 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 25 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. 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.

Address: 271 Madison Ave. South Suite 202 Bainbridge Island WA 98110 USA

Phone: +1 206 842 5770
FAX: +1 206 842 5554