Outstanding Service, Trusted Advice
For more than 30-years, Saturna Capital has offered customized investment and financial advice for a variety of client and account types. We've helped families and individuals preserve their wealth and build their legacies. We'd be honored to do the same for you.
Our services are designed to help you navigate the complexities of managing your investments and protect your future.
Investment Management Accounts
Saturna’s Investment Management Accounts give clients access to the knowledge of skilled portfolio managers and a personal level of service usually reserved for large institutional clients.
With more than 30 years of proven expertise and over $4 billion in assets under management, Saturna Capital understands the markets to help you secure your financial future.
Saturna Capital combines our professional experience and a personalized, goals-based approach to help you get more out of today and be ready for tomorrow.
Our financial planners get to know you and your family, along with your short and long-term goals. We create a path to help achieve your financial goals.
Saturna Trust Company offers an impressive variety of flexible, low-cost administration, and trust services designed to meet needs of families, charities, trusts, estates, and retirement plans.
Our priority is building long-lasting relationships with our clients, and assisting them in providing for their heirs in accordance with their wishes.
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, and 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.