Services

Violich Capital Management conservatively manages investments with the objective of long-term capital appreciation while being responsive to specific client requirements including capital preservation, income, liquidity, and tax efficiency. The most important way we accomplish this is by listening to our clients and understanding their needs.

Several types of portfolios are managed for our clients: equity portfolios, fixed income portfolios, and balanced portfolios made up of both equity and fixed income investments. Our portfolios are highly customized for each client in response to risk tolerance levels, time horizons, tax considerations, income preferences, and other individual client needs.

Client assets are held in separately managed accounts in the custody of an independent third-party. We manage accounts on a discretionary basis. Fees are based on assets under management and are designed to eliminate conflicts of interest. Client privacy and confidentiality are paramount.

Our firm is committed to providing client access to portfolio managers as well as ensuring that questions and concerns are addressed in a timely manner. Our goal is to satisfy the highest standards of professional service acting as a trusted advisor.