Threshold Group

Description

• Threshold Group is a family-owned wealth management firm that serves high net worth families, individuals, and foundations in over 26 states from offices in Gig Harbor, WA, Seattle, Philadelphia, and San Francisco. Ranked among 2015s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM), Threshold Group provides investment management, family office administration, family meeting facilitation, and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values (AUM as of 12/31/2015). Approximately $1 billion of our AUM, and growing, is managed on behalf of clients who are aligned with impact investing. Threshold Group was founded in 1999 and is owned by the Russell Family.Goals Based Planning & Investing - Our role as investment advisors is to apply our knowledge and experience to help our clients achieve their goals. Our goals-based investment philosophy starts with you. We will actively listen until we gain a thorough understanding of where you want to go and help build the plan to get you there. We want to see your vision and understand what meaningful results look like to you. Only then can we develop customized, dynamic, and long-term strategies designed to help you achieve those results. Impact Investing - We made our first impact investment in 2008. We are committed to creating innovative solutions, as evidenced by our thematic strategies around sustainable real assets, access to capital, and place-based strategies. We have built a robust practice of serving impact oriented clients. We customize impact investment solutions designed to meet our clients financial needs while reinforcing their theory of change. Our impact client service experience starts with an in-depth assessment of their values and goals via an extended diagnostic interview process.
• 

  Headquarters:1415 Western Ave Ste 600, Seattle, Washington, United States

  More
• 

  Phone Number: +1 253-851-4300

• 

  Website: https://www.thresholdgroup.com

• 

  Employees:22

• 

  Revenue:$1 - 10M

• 

  Legal Name:Threshold Group

• Threshold Group's Social Media

  
• Is this data correct?

• |  NAICS Code: 523920  |

  Show More