Ludeman Capital Management

Strategic Asset Alliance (SAA) is an independent investment consulting firm based in Bellingham, WA, that specializes in providing advisory services exclusively to insurance companies and government risk pools. With over 30 years of industry experience, SAA works with clients to improve their investment process and enhance the value added by their portfolios, helping them meet their fiduciary responsibilities and strengthen their investment programs. Offering a range of services including asset allocation, investment policy review, manager evaluation, portfolio monitoring, and performance measurement, SAA takes a comprehensive approach to adding value and consistency to their clients' investment programs. Their team of consultants, who are former senior investment executives in the insurance industry, combine their knowledge of investments with an understanding of the unique needs and challenges faced by insurers and risk pools. SAA's philosophy focuses on a strong investment process and customization of services to help clients achieve their investment goals and objectives.Generated from the website

Goodrich & Associates Inc, located in Bellingham, WA, is a family-owned financial advisory firm established in 1982, with a focus on building strong relationships with clients as they navigate their financial futures. The firm, led by three generations of the Goodrich family, specializes in wealth accumulation strategies, personal and small business financial planning, and asset management to help clients prepare for retirement and achieve their financial goals. With over 65 years of cumulative experience, Goodrich & Associates manages more than $86 million in assets and prides itself on its client-centric approach, where nearly all new clients come from referrals. Their services include retirement income planning, various retirement accounts, and insurance solutions, all aimed at ensuring clients can comfortably support themselves long into retirement. Generated from the website