Investment Services

At Berntson Porter we focus our attention on building and preserving the wealth of our clients and their families. We help customers manage their companies, reduce their taxes, plan their estates and provide for their families. Our goal is to let our clients sleep better knowing Berntson Porter is their financial partner. It is in this vein that we take a more active role in the management of our clients' financial assets. Our subsidiary, Berntson Porter Wealth Management, LLC, is licensed as a Registered Investment Advisor and all principals of BP are licensed as Investment Advisor Representatives.

Many 401(k)s have turned into 201(k)s. The dot.com bubble, fed policy missteps and a economic uncertainty have eroded investment portfolios and pension accounts. To complement our role as your financial advisor we have researched the best money management firms in the Puget Sound area.

Our due diligence demanded an excellent track record, stellar references and an affinity with the type of customers BP services. Our goal was to find the best and form a strategic alliance that serves you more completely. Our selected managers are:

• Coldstream Capital Management, Inc.
• Freestone Capital Management, Inc.
• Smith Barney - Jeff Mash
• The Phil Scott Group within Merrill Lynch
• UBS - Cascade Private Wealth Advisor Group (Terry Cook) and Booth/Anderson

These managers charge less than most internal charges embedded in mutual funds. Part of the managers' fee is shared with Berntson Porter Wealth Management, LLC with no additional cost to the client. This allows us to provide the following services to our clients at no added cost to them:

• Attend introductory meetings.
• With the managers, develop an asset allocation model based on financial goals and risk tolerance.
• Guide the transition decisions as assets are deployed into the new financial model.
• Attend periodic manager meetings with the client.
• Perform better tax planning with real-time access to the transactional information in the accounts.

We look forward to the opportunity to sit down with you and discuss this service and how it may best fit with your goals and family objectives.

For additional information please contact Gregory S. Porter, CPA, MBA, MS (Tax), CVA, CFFA at (425) 454-7990.