Sam A. Donaldson

Perkins Coie uses principles of asset allocation and tax-intelligent investing in to build diversified portfolios and to manage risk and tax consequences. They look for attractively valued investment opportunities in quality stocks and bonds across a range of geographic regions, sectors and industries. The firm's core equity strategy invests in large, well-established companies to provide long-term capital growth. Their security selection process identifies companies that are currently undervalued relative to expected long-term growth in earnings or enterprise value. Perkins Coie reduces risk through diligent company analysis and strategic sector allocation. They also employ a strict sell discipline. As appropriate to each portfolio, they add securities of small, medium-sized or foreign companies to enhance returns and reduce risk. Managers are selected who are specialists in these styles and they are continually monitored by the firm for consistency, tax efficiency and performance. Perkins Coie's diversified fixed-income portfolios are created specifically for each client's risk tolerance, income needs, time horizon and tax situation. They actively manage the portfolios to achieve superior risk-adjusted returns. Perkins Coie prefers to invest in intermediate-term bonds. Portfolios are diversified across sector, maturity and credit quality to provide a steady income, to control risk and to preserve flexibility. To meet clients' specific cash requirements and to provide liquidity and preserve principal, the firm invests cash in high quality, short-term money market funds.

Functions as a College/University

Functions as a College/University

Functions as a College/University