Bristlecone Advisors

About Bristlecone Advisors

Bristlecone Advisors is an independent investment advisory firm and multi-family office providing objective, authentic, and comprehensive wealth management services to families and individuals. Founded in 1999, their business model has always been, and always will be, wholly driven by working for the client. As such, their advice, the solutions they provide, and the work they do for you is completely personalized and unbiased.

Advisory in nature, Bristlecone Advisors craft solutions with the ultimate goal of adding economic value for their clients. At the same time, they simplify the complexities that may accompany wealth by returning time and peace of mind to the client. The Bristlecone Advisors team is united in their unwavering commitment to their clients and their client's families. With client relationships at the heart of their organization, they place great emphasis on doing what’s right for the client in every single case. You are their partner; they work with you and for you.

The Change We Seek™

As conscientious business leaders, Bristlecone Advisors is committed to making positive social change through community involvement. Leveraging their collective networks, expertise and enthusiasm, they embrace their responsibility to strengthen the communities in which they live and work. Examples of community groups they have supported:

• Social Venture Partners (SVP)

• Amara

• Wellspring Family Services

• EarthCorps

• UW Center for Entrepreneurship and Innovation

• Boys & Girls Club

Bristlecone Advisors

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Summary:

Certified: March 2010
  Points Earned % Points Available
Accountability » 6.8 45%
Employees » 34.7 58%
Consumers » 11.7 19%
Community » 22.8 45%
Environment » 5.1 27%
Composite B Score 81.1
  • >80 out of 200 is eligible for certification
  • >60% points available = Area of excellence

Highlights:

From B Impact Assessment

Community: >50% ownership in same community as 2/3 workforce; >5% profits donated to charity

Employees: 100% paid a living wage; >80% health insurance premiums covered; >3 weeks maternity leave; Paid time off for community service

Environment: Policy to reduce corporate travel; Carpooling/Public Transit incentives

News

• Bristlecone Advisors Press Page Go»