Washington Growth Strategies LLC

Washington Growth Strategies offers customized investment management services for individuals, trusts, foundations, pensions, corporations, and pooled investment funds. The firm builds portfolios tailored to each client's specific risk tolerance, time horizon, income needs, and tax situation, utilizing a mix of mutual funds, stocks, bonds, exchange-traded funds, and occasionally private placements. Portfolios are actively managed on either a discretionary basis—where Washington Growth Strategies makes trades without prior consultation—or a non-discretionary basis, where clients are consulted before every trade. For some clients, financial planning is required and included at no extra cost. Washington Growth Strategies also manages a private pooled fund, Washington Growth Fund, for eligible investors. Led by principal owner Coe Magruder, the firm emphasizes a deep understanding of client goals and can involve multiple generations in family financial planning when appropriate.