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Seattle (Institutional Consulting) Office

Serving institutional investors across Washington and the Pacific Northwest, Cerity Partners’ Seattle office is the primary hub of our Institutional Consulting Practice.

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Seattle (Institutional Consulting) Office: 800 Fifth Avenue, Suite 3900 Seattle, Washington 98104

M-F 9:00 AM - 5:00 PM

Contact Seattle (Institutional Consulting) Office

800 Fifth Avenue, Suite 3900 Seattle, Washington 98104

M-F 9:00 AM - 5:00 PM

Seattle Institutional Investment Consulting

Seattle’s leading institutions turn to us for objective, research-driven investment counsel. Our Seattle office advises public plans, multiemployer plans, nonprofit institutions, and corporate retirement plans; helping fiduciaries navigate complexity with clarity, discipline, and independence while maintaining an unwavering commitment to fiduciary standards. 

Nondiscretionary Institutional Investment Consulting in Seattle 

Our consulting approach begins with a thorough understanding of each client’s objectives, risk capacity, and governance framework. We develop customized investment policies and portfolio strategies, provide disciplined manager research and selection, and deliver ongoing monitoring and reporting to support informed fiduciary decision-making. We act as an extension of our clients’ staff, advocating on their behalf with managers and service providers to promote alignment, efficiency, and accountability.

Contact Seattle (Institutional Consulting) Office

Research

Economic and capital markets research supports a comprehensive understanding of the forces which drive investment outcomes and provide for capturing opportunities

Strategic Asset Allocation

Rigorous, data-driven analysis to determine the optimal mix of assets aligned with your return requirements, liabilities and risk tolerance

Investment Policy Development

Clear, actionable policies that guide decision-making and fulfill fiduciary obligations

Manager Research and Selection

Comprehensive due diligence across public markets, real assets, and private investments to identify best-in-class managers

Portfolio Monitoring and Reporting

Ongoing oversight and transparent performance reporting to keep trustees informed

Risk Management

Sophisticated tools and expertise to understand, measure, and manage portfolio risks

Governance Support

Education and guidance for investment committees, board, and staff navigating complex decisions

Our Team of Institutional Consultants in Seattle

Cerity Partners’ Seattle team serves institutional consulting clients as dedicated fiduciaries; combining specialized knowledge of the Pacific Northwest market with the full strength of our national platform.

Meet Our Full Seattle (Institutional Consulting) Team

Our Latest Insights

Rita Lee

Partner

Individuals and Families

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 20, 2026 - Despite conflicting reports on the Strait of Hormuz’s status, its effective closure is disrupting global energy flows, driving up demand for US oil exports and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

April 13, 2026 - Surging gas prices drove a hot CPI print, and while the downstream economic impacts of inflation—from shipping to airfare—are mounting, offsetting factors like strong employment…

Additional Offices

El Segundo (Institutional Consulting)

300 N. Continental Blvd

Suite 525

El Segundo, CA 90245

Serving institutional investors across Southern California, Cerity Partners’ El Segundo office offers Institutional Consulting Practice services.

Contact El Segundo (Institutional Consulting) Office

San Francisco (Institutional Consulting)

425 California Street,

17th Floor

San Francisco, California 94104

Serving institutional investors across Northern California, Cerity Partners’ San Francisco office offers Institutional Consulting Practice services.

Contact San Francisco (Institutional Consulting) Office

Pittsburgh (Institutional Consulting)

1001 Liberty Ave,

Suite 1025

Pittsburgh, PA 15222

Serving institutional investors across Pennsylvania, Cerity Partners’ Pittsburgh office offers Institutional Consulting Practice services.

Contact Pittsburgh (Institutional Consulting) Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Seattle (Institutional Consulting) Office

Our Seattle (Institutional Consulting) office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Seattle (Institutional Consulting) Office

800 Fifth Avenue, Suite 3900

Seattle, Washington 98104

Contact Our Seattle (Institutional Consulting) Office

Call Us: (212) 202-1810

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