Steve Phelps

Badgley Phelps’ investment strategies encompass equity only, fixed income only and balanced portfolio management. Their Investment Policy Committee oversees the firm’s investment strategies by determining the recommended allocation of the investments to each asset class and the underlying investment styles. Badgley Phelps utilizes fundamental/bottom-up research and analysis in our security selection process and focuses on identifying companies with either strong and consistent earnings growth or attractive valuation.

BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies.

The non-profit company is based in Seattle, WA. The gallery houses nearly 30,000 historical and contemporary artworks, with significant holdings such as the costume and textiles collection and permanent installations like James Turrell’s "Light Reign: Skyspace." It commissions and presents curated exhibitions by contemporary artists and offers exhibitions, talks, performances, and public programs that engage audiences and foster dialogue on contemporary art and social issues. The gallery participates in local events and is governed by a board of trustees, supported by university members and an advisory council, with a strategic plan focused on sustainability, audience development, artist support, and infrastructure enhancement. The Henry Art Gallery, affiliated with the University of Washington and founded in 1926 as the state’s first art museum, is a multidisciplinary contemporary art institution dedicated to showcasing works across media including installations, video, sculpture, paintings, photography, prints, costume, and textiles.

Manufactures specialty food ingredients supplying the bakery, cereal, dairy and snack industries

Engages in promoting sound public policy based on free market solutions