Tony Waltier

As a Partner and Senior Portfolio Manager at Bristlecone, Tony collaborates with high-net-worth individuals and their families to develop customized investment strategies that align with both their current income needs and long-term growth objectives.

Trustworthiness, confidentiality, and reliability are core values for Tony, ensuring clients can depend on him for honest technical investment modeling and portfolio construction services.

Tony works closely with this diverse range of clients. Some of his clients have already created their wealth. For them, wealth preservation, controlling risk, and portfolio diversification are the priority. Other clients who follow the markets may be willing to assume a higher degree of risk. They look to Tony for active portfolio management.

Tony holds a Bachelor of Arts in Business Management from Gonzaga University and has provided investment guidance for nearly 30 years. He is a member of Bristlecone Advisors’ Investment Committee.

Outside of work, Tony enjoys spending time with his family, golfing, skiing, photography, and boating on Lake Washington.