Violich Capital Management

Violich Capital Management, established in 1999, focuses on investment advisory services for high-net-worth individuals, trusts, estates, pension plans, charitable organizations, and family foundations. The firm manages discretionary and nondiscretionary accounts totaling $911,665,016 as of December 31, 2024. VCM charges fees based on a tiered structure, with fees ranging from 0.15% to 1.00% based on account size and type. Clients may be billed directly or have fees debited from their accounts. VCM's investment strategy emphasizes a blend of large-cap equities and fixed income securities, with a focus on capital preservation and appreciation. The firm does not engage in performance-based fees or side-by-side management. VCM exercises investment discretion over client accounts, selecting securities based on client objectives. Clients typically have a minimum account size of one million dollars, with exceptions considered on a case-by-case basis. The firm's investment philosophy centers on a disciplined valuation process, qualitative research, and diversified portfolios. VCM does not engage in short selling or options trading. The firm has no disciplinary history and maintains a code of ethics emphasizing honesty and professionalism. Clients' assets are held by unaffiliated custodians, and VCM encourages clients to review custodial statements.