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Home > Financial Services > Stock Brokers > Coldstream Securities, Inc.
Coldstream Securities, Inc.
Coldstream Securities, Inc is a member of NASD (National Association of Security Dealer). NASD is a self-regulatory organization of the securities of the security industry responsibility for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Coldstream Securities is a multi-client family office providing comprehensive and integrated wealth management services for individuals and families of significant wealth. Since the inception of the company in 1996, Coldstream Capital Management has helped families grow, enhance and safeguard their wealth by offering objective advice and comprehensive strategies tailored to match their personal and financial goals. The Company also offers income tax-sensitive, separately managed equity, fixed income, real estate and alternative investment portfolios designed to meet the specific risk and return objectives of each client. Coldstream Securities utilize sophisticated financial modeling and scenario analysis to help define your progress, and assist you in achieving, specific financial independence and retirement goals and objectives.
Coldstream Securities offer specific know-how in cash flow based financial independence and retirement planning. They work with families and executives in Pre-liquidity, and Transaction planning situations. Coldstream Securities planning expertise also transcends to low basis and concentrated equity positions. They offer these services separately on a limited purpose engagement, or concurrently as part of their comprehensive wealth management approach.
Coldstream Securities use a disciplined investment approach to client relationships that do not waver during times of euphoria or turmoil. Their time-tested investment strategies are designed to produce superior long-term results and offset the uncertainties of the markets. Coldstream Securities is tax sensitive investors. They build customized, diversified portfolios designed to create growth to combat inflation, and reduce risk by lowering overall dependency on a single market, strategy, or security's performance. Coldstream Securities portfolios can also be designed to create cash flow for living purposes.
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