Peridot Capital Management LLC is a Seattle-based independent registered investment advisor (RIA), offering highly customized investment management services for individuals and families, as well as formation, bookkeeping, tax, and consulting services for small business owners.
As a licensed fiduciary, we work with our clients with their best interests in mind at all stages of the process, to understand their goals and help craft and execute plans for them to reach their financial objectives over any desired time horizon.
As a small business ourselves, our goal is to develop a close, trusting relationship by acting as a personal financial concierge for our clients in order to ensure that their needs are always met in a timely and comprehensive way. This philosophy is in stark contrast to many large investment, accounting, and consulting firms, which are often willing to sacrifice their customers’ time and financial success in favor of their own.