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Company Services People Blog. “I don’t gauge success by helping clients exceed market expectations, I gauge it by helping teams exceed client expectations. To do this, empathy is as important as ethics.”. Steve Phelps, CFA, CIC, President, Chief Investment Officer and Wealth Manager. People.
https://www.yelp.com/biz/badgley-phelps-seattle
Specialties: At Badgley Phelps Investment Managers, we manage the assets of high net worth individuals and families, as well as pensions, foundations and endowments. Since our founding almost a half-century ago, we have remained focused exclusively on providing quality investment management services. Badgley Phelps Investment Managers builds portfolios with careful consideration of risk ...Sat: Closed
https://www.bbb.org/us/wa/seattle/profile/investment-advisory-services/badgley-phelps-bell-invest-1296-22169356
Investment Advisory Services; Badgley Phelps & Bell Invest; ... Badgley Phelps & Bell Invest. Investment Advisory Services. Business Profile. Badgley Phelps & Bell Invest. 1420 5th Ave # 3200.
https://www.mapquest.com/us/washington/badgley-phelps-275174013
Established in 1966, Badgley, Phelps and Bell Investment Counsel is an independent investment management firm in Seattle. The firm manages equity, fixed-income and balanced portfolios for private and institutional clients. An individual portfolio manager manages each portfolio at the firm and stocks are selected from an approved buy-list.
https://adviserinfo.sec.gov/firm/summary/108392
BADGLEY PHELPS WEALTH MANAGERS ( CRD# 108392/SEC#: 801-9075 ) Alternate Names:BADGLEY PHELPS INVESTMENT MANAGERS,BADGLEY PHELPS WEALTH MANAGERS,BADGLEY, PHELPS AND BELL INVESTMENT ADVISORS,BADGLEY, PHELPS AND BELL, INC. Visit the SEC's Investment Adviser Public Disclosure website for more information on …
https://www.badgley.com/company/overview
history + innovation. We help clients in the Pacific Northwest manage their wealth and invest in their future. For the past 50 years, our mission has been to put clients first, tailoring our services to what works best for their unique individual, family or institutional needs. We continually seek new strategies and solutions to better help our ...
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