3rd Creek Investments, Inc. serves as a one-stop shop for your financial needs. We strive to create, protect, and grow your wealth through our core portfolio management services. This includes building and maintaining a diversified portfolio tailored to your values and goals. We rebalance on a monthly basis to ensure that your asset allocation is on target, and we provide you with performance reports and market analysis on a quarterly basis.
Building on the expertise and networks from 3rd Creek Accounting, 3rd Creek Ventures, and 3rd Creek Foundation, we also offer the following services:
- Tax planning and preparation
- Trust and Estate Planning
- Retirement, Education, and “Life Event” Planning
- Charitable Giving Strategies
- Impact Investing
- Angel Investing
We currently serve a wide variety of individuals, families, foundations, and non-profits across a variety of account types. Please contact us for more information about how our services can meet your needs.
“3rd Creek Investments, Inc. is a registered investment advisor in the State of Nevada and State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”