Founded in 1981, Marshall & Sullivan, Inc., is one of the oldest independent investment advisory firms in the Northwest. We specialize in managing assets for individuals, corporations, foundations, and institutional investors.
Our expertise is in the prudent and disciplined management of our clients' financial resources, consistent with their investment policies and objectives. We feel our disciplines, which we have developed and refined over many years, will guide us in achieving attractive long-term results, investment stability and investor confidence, all at a lower cost.
We begin each relationship by becoming thoroughly familiar with our clients' objectives, risk tolerance and overall expectations. Using this information and our proprietary management process, we design a path to accomplish their goals.