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Investment Advisory services focused on you
If you'd like to learn more about how Buckley can help you live the life you've always wanted, fill out the form on the bottom and one of our Investment Consultants will contact you by phone or email (whichever you prefer) within one business day.
We work with less than 100 clients, managing over $100 million in assets in the Pacific Northwest region, and around the country. Our clients include foundations, corporations, state entities, trusts, estate accounts, individuals and families. We act as our clients’ personal Chief Financial Officer, and ensure that their goals are met in a responsible way, through active portfolio management.
Our team’s mission: To help our clients achieve their objectives and to meet their individualized goals. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.