General Info

Founded in 1981 and headquartered in Seattle, Marshall & Sullivan is a private investment advisory firm. The company manages equity and balanced income account portfolios for individuals, nonprofit organizations, corporations, unions and trusts. It specializes in managing assets for individuals, corporations, associations, employee benefit programs and institutional investors. The company has a professional staff of investment managers and consultants who have expertise in managing clients financial assets based on their investment policies and objectives and economic situations. Additionally, its investment managers focus on disciplined buying and selling processes for above average investment returns and purchasing stocks of companies, which demonstrate sustained growth and meet value equity criteria. It also employs various investment strategies, such as core and special equity portfolios. Marshall & Sullivan additionally offers various investment products, such as the United States Government and municipal bonds and securities.