Joslin Capital Advisors LLC

Joslin Capital Advisors, LLC is an SEC Registered Investment Advisor based in Redmond, Washington, established in June 2017. The firm specializes in providing financial planning and investment advisory services tailored to individual client goals. They offer services such as investment planning, retirement planning, debt reduction, estate planning, and more. Joslin Capital Advisors follows strict fiduciary standards, always prioritizing clients' interests and avoiding conflicts of interest. Clients have the option for both discretionary and non-discretionary portfolio management. The firm's investment strategy focuses on long-term, balanced, and diversified portfolios, including stocks, bonds, real estate, and cash. They primarily use no-load mutual funds, ETFs, and individual securities. Fees for managing client portfolios range from 0.25% to 1.75% of assets under management, with negotiable fees in certain circumstances. There is no set account minimum, and clients receive quarterly performance reports and account statements. Joslin Capital Advisors does not charge performance-based fees, and clients have the option to grant discretionary or non-discretionary investment authority. The firm does not vote proxies on behalf of clients and does not participate in wrap fee programs. Clients are encouraged to review account statements and compare them with custodian statements regularly. Joslin Capital Advisors maintains a Code of Ethics and does not accept compensation for selling securities.