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Investment Counsel

Our broad experience distinguishes Saturna in the investment business. Each of our employees is committed to creating and maintaining a unique firm, where client interests always come first.

We are a premier international, independent investment firm based on seven core values:

  • Top-quality professionalism
  • Uncompromising loyalty to clients
  • Risk management
  • Integrated business operations
  • Investor education
  • Prudent entrepreneurship
  • Community contribution

Our main office in Bellingham, WA is between the Pacific Northwest's major cities (Seattle and Vancouver, BC). Employees in the Northeast, Southwest, Midwest help us service clients across the US.

In addition to its primary business of giving investment advice, Saturna Capital (1) owns Saturna Sendirian Berhad, an investment adviser and research firm in Kuala Lumpur, Malaysia; (2) owns Saturna Brokerage Services, Inc., a general securities broker-dealer; (3) owns Saturna Trust Company in Henderson, NV, a trust services company; (4) owns Saturna Environmental Corporation, owner of an environmental education center; (5) provides administration services, including fund accounting, to its affiliated mutual funds; and (6) develops investment administration software (NEPTUNE©).

Saturna Trust Company provides a number of tax-advantaged and retirement plans, including IRA, HSA, ESA, SEP, and SIMPLE plans. Saturna Capital also provides recordkeeping and administration services to 401(k) plans.

Saturna is named for one of the larger islands in northern Puget Sound's beautiful and well-known San Juan archipelago, easily visible from Bellingham. Sparsely settled, most of Saturna Island is part of Canada's Gulf Islands National Park.

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Investment Counsel BrochureInvestment Counsel Brochure

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Form ADV Part 2 — Firm Brochure This link will download a PDF. PDF
Form ADV Part 2A — Appendix 1: Wrap Fee Program This link will download a PDF. PDF

Check out the background of Saturna Brokerage Services, Inc. or any firm or investment professional on FINRA's BrokerCheck.