Our Future Together

Since Wetherby Asset Management and Laird Norton Wealth Management joined forces in early 2022, our combined firm has undergone tremendous growth and change. At the same time, we are working hard to ensure that we honor the trust our clients have put in us by providing the deep expertise and personal connection they have come to expect.

Each part of our combined firm is contributing – uniquely and significantly – to our joint mission: helping our clients and their families use their assets to achieve their greatest impact. While much more is to come in 2023 and beyond, there are some accomplishments we are excited to share.

Thanks to our combination, we have doubled the size of our investment team, and we are using our expanded resources and scope to tap a wider variety of strategies to help improve financial results for clients and achieve impact targets.

Our industry-leading impact investing offering is now available to our full combined client base, including our shareholder engagement program for eligible clients, and we have expanded our manager engagement program to our full complement of fund managers to understand more deeply the potential risks and opportunities presented by their business practices.

As all of these efforts and more flourish, the new firm that we are so proud to be building continues to take shape. While in some ways we’re nearing the finish line of a lengthy and thoughtful process, in many others this is just the beginning, as we look toward the future while honoring the history that has helped us reach this point.

When we work with clients to craft a financial plan, it is with the long term in mind. Our combination has been undertaken with the same focus on the long term, with care and caution that respects the responsibility we have to our clients, our team and our communities. We want our clients to not only feel confident that their wealth will continue to support the lives they and their families want to live, but also that we will be there for future stages of their lives and coming generations.

The combination of our firms has provided us with the stability of a larger team with a broader geographical presence, including our Philadelphia office opened this summer, giving us ample resources to respond as the lives of our clients and their families change. Our relationship with the Laird Norton Company also contributes to our solid financial footing and a deep commitment to our wealth management business.

Our choice to join together to create our new firm was born of a desire to better serve clients and all of our stakeholders. We are excited both for what we have already accomplished and for the journey to come.

Disclosures

All content presented on the Wetherby Asset Management LLC (“Wetherby”) website is for informational purposes only and is from sources believed to be reliable. No warranty is either expressed or implied by its presentation.

This content is not, and should not be, considered a recommendation, offer, nor solicitation of an offer by Wetherby or its affiliates to buy, sell or hold any security or other financial product; nor is it an endorsement or affirmation of any specific investment strategy. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Information contained in third-party articles was prepared by independent outside parties, and the accuracy of any such information may have changed since the article was published. Unless otherwise specified, opinions expressed reflect those of the author and not of Wetherby. Wetherby does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information. Should any specific funds or securities be mentioned in a third-party article, it may not be reflective of any funds or securities recommended by Wetherby, nor should it be considered an investment recommendation or investment advice. These investment strategies may or may not be appropriate to incorporate in our client portfolios. Wetherby’s analysis is subject to change as information develops regarding specific investment goals, profiles and/or the economic markets. Individual investments typically constitute a minority allocation within a client’s fully diversified portfolio managed by Wetherby.

Wetherby manages portfolios according to each client’s specific investment needs in accordance with a signed investment agreement. Therefore, each client’s portfolio has a unique set of circumstances and, consequently, investment results. Wetherby’s outlook may change if the client provides new information or if there are material changes in the market or investment recommendations. While Wetherby intends to add value to our clients in non-investment related areas of tax and financial planning, we do not hold ourselves out to be practicing income tax professionals or estate planning attorneys. You should consult your tax advisor and/or estate planning attorney for any legal or accounting needs.

To the extent that our website contains information about specific companies, securities and/or investment strategies – including whether they are profitable or not – it is provided only as a means of illustrating a potential investment thesis. It is not intended as a reflection of any securities or funds held by clients nor the experience of any client; the holdings and performance of which may be materially different from any investments discussed. It should not be assumed that any information contained serves as a substitute for, personalized investment advice from Wetherby or an investment agreement.

If a reader has questions regarding the applicability of this information to her/his situation, she/he is encouraged to consult with the professional advisor of her/his choosing. A copy of Wetherby’s current ADV Part 2 & 3 discussing our advisory services, fees and other relevant information is available upon request.

Certifications

Wetherby’s status as both a Certified B Corporation^® and a Certified San Francisco Green Business is indicative of our commitment to enhanced social, environmental and governance standards. It is not intended to represent Wetherby’s investment capabilities or performance. For additional details regarding Certified B Corporations^® please visit www.bcorporation.net; for San Francisco Green Business please visit www.sfenvironment.org/green-businesses.

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