Coldstream Earns Honors

Peter Beeson, Rich Merrifield, Phil Platt

Peter Beeson, Rich Merrifield, Phil Platt

Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make this award possible. Thank you for your on-going confidence in us and support of our team.

On the links at Chambers Bay

Chambers BayThis week Relationship Managers Kevin Fitzwilson and Joe Cervantes attended a TD Ameritrade-sponsored event at the beautiful Chambers Bay Golf Club in Tacoma. The course, which will host the 2015 U.S. Open, was in spectacular shape, the weather cooperated, and a splendid time was had by all. The event enabled our team to meet with TD Ameritrade’s regional manager for client relationships, among others, and to network with peers from around the region.

Helping others . . . and teaching the next generation

MexicoIt was Spring Break in Mexico—but not how you might think (or see on TV). In April, Coldstream’s Chris Blakeslee led a group of 8 high school students on a mission trip to Tijuana, Mexico. They were part of a larger group of 65 kids. The group spent their week building and completing—from the ground up—a brand new house for a deserving homeless family.

Coldstream Hire

phil_plattPhil Platt joins Coldstream as COO

Coldstream Capital Management, Bellevue, is pleased to announce the hiring of Phil Platt as Chief Operating Officer. Platt is an executive with a successful track record running investment advisory firms as Managing Director, COO, CFO, and Chief Compliance Officer.  In addition to his more than 10 years of Chief Operating Officer experience, he brings to Coldstream a broad business acumen, shaped by years of diverse responsibilities with Microsoft and Sprint, as well as in the real estate development and oil services industries. Platt earned a B.S. in petroleum engineering from the Colorado School of Mines and an MBA from Cornell University. “We are excited to have Phil join the Coldstream management team. His leadership, financial and operational skills will enhance the client and employee team-member experiences across all our affiliate companies,” says Kevin Fitzwilson, Managing Partner.

About Coldstream
Established in 1996 in Bellevue, Washington, Coldstream serves the unique needs of affluent families, companies, and foundations throughout the United States.  With approximately $1.4 billion of assets under advisement, Coldstream also specializes in 401k plan design, risk management, and financial advisory services.

Coldstream is excited to support “A Quest for Confidence Through Strength”

confidenceThat’s the motto of the Fight the Fear campaign, spearheaded by singer Brandi Carlile and her Looking Out Foundation.

Fight the Fear is a community-oriented violence prevention initiative which provides training in basic self-defense skills including awareness, de-escalation, boundary setting, assertive communication, and fighting technique as well as access to resources for survivors of violence or abuse. Qualified instructors teach free workshops, providing access to the skills and confidence that are a proven deterrent to violence. It’s an excellent tool for young women to learn life skills and build confidence.

The official kickoff for this nationwide campaign will be in Seattle on June 7th from 1 – 5 pm. The free workshop will be held downtown Seattle with Brandi and the Twins performing their music and with Tom Douglas providing the snacks. This is a free event, but limited to only 100 people. If interested please let us know.

Coldstream Earns its Master’s!

College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former Deputy Secretary of the United States Department of Housing and…

Ground floor of a dream!

We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events

Coldstream & Seattle Boat Company – The Ultimate Test Drive Event!

YOU’RE INVITED – The Ultimate Test Drive Event – Water & Land Coldstream and Seattle Boat Company invite you to participate in an integrated test drive event showcasing a few of your favorite things… perfect boats, seductive sports cars, excellent boating gear & more! The Ultimate Test Drive Event – Water & Land is our…

The Heartbleed security flaw : Securing Your Information

Protecting our clients’ privacy and the confidentiality of their personal information has always been important to us. As our client, you may have concerns regarding reports involving the “Heartbleed” security flaw, which is reported to have potentially affected certain online sites that employ OpenSSL software. We would like to take this opportunity to reassure you…

Wealth Management: The Role of the Investment Policy Statement

When our clients begin a wealth management relationship with Coldstream, the first thing they do is sign a stack of paperwork.  This generally includes an Investment Advisory Agreement – our formal contract with you, authorizations to trade your accounts, move assets and shop bonds from multiple brokers, and so on.  All of these items are…