- About Saturna
- Core Values
- How To Invest
- Investment Counsel
Download a PDF of Saturna's Investment Counsel Brochure for more details.
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 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 Los Angeles, Reno, and Chicago metropolitan areas help us service clients across the U.S.
In addition to its primary business of giving investment advice, Saturna Capital (1) owns Saturna Sdn. Bhd, 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 Reno, NV, a trust services company, (4) provides administration services, including fund accounting, to its affiliated mutual funds, (5) provides investor services to its affiliated mutual funds, and (6) develops and licenses investment administration software (NEPTUNE©) to unaffiliated mutual funds.
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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