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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.

Reflecting the vision of our founders, we are a premier national, independent investment firm based on six principles:

With our main office located in Bellingham, WA, between the Pacific Northwest’s major cities (Seattle and Vancouver, BC) we serve clients across the U.S.

In addition to the business of giving investment advice, Saturna Capital (1) owns Saturna Brokerage Services, Inc., a general securities broker-dealer, (2) provides administration services, including fund accounting, to its affiliated mutual funds, (3) provides transfer agency services to its affiliated mutual funds, (4) develops and licenses investment administration software (NEPTUNE) to unaffiliated mutual funds, (5) administers 401k retirement 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 the new Gulf
Islands National Park.

This section is intended to disclose in clear language the relevant details of Saturna Capital Corporation's investment advisory activities, as provided under the SEC's "Brochure Rule" for registered investment advisers. We suggest that you obtain similar detailed information from any investment counselor under consideration. The information in this section has not been approved or verified by any government agency, our independent accountants (Tait, Weller & Baker, Philadelphia), nor our outside legal counsel (Sommer & Barnard, Indianapolis). Saturna Capital is a Washington State corporation, established July 25, 1989.

 

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