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:
- Strong investment results
- Quality personal service
- Uncompromising loyalty to clients
- Advanced technology
- Financial strength
- Low fees and expenses
Our main office is located in Bellingham, WA, between the Pacific Northwest’s major cities (Seattle and Vancouver, BC). Representatives in the Los Angeles, Reno, and Chicago metropolitan areas help us service 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) owns Saturna Trust Company in Reno, NV, a trust services company, (3) provides administration services, including fund accounting, to its affiliated mutual funds, (4) provides transfer agency services to its affiliated mutual funds, (5) and develops and licenses investment administration software (NEPTUNE) to unaffiliated mutual funds.
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 new Gulf Islands National Park.
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