July 30, 2014 9:18 AM ET

Capital Markets

Company Overview of Coldstream Capital Management, Inc.

Company Overview

Coldstream Capital Management, Inc. is a privately owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals, typically high net worth individuals and families. The firm also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages customized portfolios and mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. For equity investments, it invests in the stocks of companies across all market capitalization. The firm’s fixed incom...

One-100th Avenue North East

Suite 102

Bellevue, WA 98004

United States

Founded in 1996





Key Executives for Coldstream Capital Management, Inc.

Chief Operating Officer
Managing Partner and Relationship Manager
Partner and Chief Investment Officer
Compensation as of Fiscal Year 2014.

Coldstream Capital Management, Inc. Key Developments

Banner Bank Enters into Business Relationship with Coldstream Capital Management

Banner Bank announced that it has entered into a business relationship with Coldstream Capital Management, Inc. The new relationship between Banner Bank and Coldstream enhances the overall suite of services available to Banner Bank customers and is an important element in addressing the advisory needs of the bank's affluent customers. Coldstream provides comprehensive wealth management services to high net worth clients seeking holistic wealth management and sophisticated financial planning support.

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Recent Private Companies Transactions

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