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Seattle (Institutional Consulting) Office

Serving both individual wealth management clients and institutional organizations, Cerity Partners' Seattle office brings comprehensive wealth management and institutional consulting solutions to Washington and the Pacific Northwest Region.

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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 independent, research‑driven investment guidance. Our Seattle office focuses exclusively on institutional consulting, delivered on a non‑discretionary investment consulting basis. 

We provide robust public and private markets research, capital markets insights, disciplined risk‑allocation guidance, and clear, actionable performance reporting. Backed by a national research platform and deep analytical capabilities, our Seattle team helps foundations, endowments, and mission‑driven organizations strengthen governance, optimize portfolios, and advance their long‑term goals. 

Institutional Consulting Services in Seattle 

Seattle clients benefit from a fully institutional‑focused advisory offering delivered through either non‑discretionary investment consulting or discretionary OCIO services. Our team provides in‑depth public and private markets research, capital markets insights, disciplined risk‑allocation guidance, and clear, data‑driven performance reporting. With access to a national research platform and robust analytical tools, we help foundations, endowments, and mission‑driven organizations strengthen governance, optimize portfolios, and advance their long‑term objectives with confidence. 

Contact Seattle (Institutional Consulting) Office

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Investment Advisory for Nonprofit Organizations >

Impactful advice and extensive oversight for foundations, endowments, and charities.​

Investment Consulting Services >

Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

Outsourced Chief Investment Office >

Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.

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.

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Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

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March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

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Principal

Individuals and Families

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Additional Nearby Offices

San Francisco

345 California Street San Francisco, CA 94104

415-362-3484

Our San Francisco office delivers wealth management services combining national resources with personalized guidance tailored to your financial objectives.

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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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