PETRIE
CAPITAL MANAGEMENT
Your unique financial goals span far and wide. So does our experience and knowledge.
Let us help you navigate your investments.
We do more than manage
your money.
MONEY MANAGEMENT
Once we know your needs, we follow a “safety first” approach to investing.
LEGACY & FAMILY
Foundations and multi-generational family consulting, planning, investment, and education services.
RISK ASSESSMENT
We follow leading economic indicators and technical analysis to try to avoid recession caused bear markets.
WOMEN INVESTORS
Your financial goals are unique. Let's discuss a plan for your future.
ESG & VALUES
Make a difference and align your values with your investments.
RETIREMENT PLANNING
Wealth preservation requires knowledge, experience, and insight.
YOUR NEEDS
Your financial needs are unique, and your investments and goals should reflect what matters most to you. We partner with you to ensure that your wealth aligns with your financial goals — now and in the future.
We have a long-term view of investing. Preservation of capital during periods of economic uncertainty and recessions are important as is growth during market conditions that are favorable. Many of our clients have come into wealth through working hard, a business event, or inheritance that won’t be repeated and want the long-term returns that stocks provide without experiencing large drawdowns.
What are your goals and objectives? We're ready to hear what matters most to you. Get in touch and let’s get started.
Petrie Capital Management LLC is a Registered Investment Advisor with the State of Washington Department of Financial Institutions and the State of California and was founded in 2004. See regulatory filings at www.advisorinfo.sec.gov and type in Petrie Capital and/or CRD #136480.
As of 12/31/2021 Petrie Capital managed $94.6 million for 51 clients. Petrie Capital serves a small group of clients so that we can focus on what each client needs.
INTEGRITY.
TRUST.
CONFIDENCE.
ABOUT BRUCE
BRUCE PETRIE
FOUNDER/PRESIDENT
Industry Experience
As Founder and President of Petrie Capital, Bruce has direct relationships with his clients. He works closely with each client to understand their goals and objectives; manage their investments - including values-based investing; and integrates investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Bruce has been involved in finance for over 25 years. He is responsible for developing, implementing, and maintaining investment portfolios for families, individuals, corporations, and foundations.
Bruce launched his career at Shearson Lehman/American Express (was Lehman Brothers, now Barclays) as Vice President of Investment Banking, Public Finance Department. He spent his early career in the Pacific Northwest assisting municipalities finance projects; served as financial advisor to municipalities and as lead banker to the first variable rate bond issue in the State of Washington; a $17,500,000 offering to finance a portion of the Port of Everett’s costs to host a homeport for one of the U.S. Navy’s Nimitz class carriers. Here Bruce gained extensive experience in credit risk analysis and advising clients with complex financial issues.
Affiliations & Memberships
Holder of a CPA-Inactive certificate from the State of Washington.
Member, Washington Society of Certified Public Accountants.
Affiliate Member, Seattle Society of Chartered Financial Analysts.
Past Board Member and Finance Committee member, King County CASA (Court Appointed Special Advocates for children).
University of Washington, Bachelors Degree 1982, concentrations in Accounting, Finance, and Business Economics.
Community Service
Little League baseball coach 2006- 2020. Assistant Varsity baseball coach, Lincoln High School, Seattle, 2020 to present.
CONTACT
US
GET IN TOUCH. LET'S GET STARTED.
For any general inquiries, please fill in the following contact form:
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