Companion Portfolio Management Inc

Closed
224 W Washington St Ste 201
Sequim, WA 98382

Companion Portfolio Management Inc., located in Sequim, WA, specializes in managing investment portfolios for successful families, businesses, and individual clients. With decades of expertise in strategic financial and military planning, the firm is dedicated to designing, implementing, and maintaining individualized investment programs that reflect clients' true risk parameters.

As a registered investment adviser, Companion Portfolio Management coordinates closely with clients' accounting and estate planning teams to create a comprehensive program aimed at achieving long-term financial goals. The firm utilizes a diverse range of global stocks, bonds, and exchange-traded funds to ensure optimal portfolio performance aligned with healthy commerce worldwide.

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