Overview

Roosevelt Advisors is a Registered Investment Advisor based in Portland, Oregon. Oregon. At Roosevelt Advisors, we take a holistic financial planning approach, tailoring portfolios to meet each client’s unique needs. We do not impose account minimums, and all of our clients are served equally yet uniquely.

Our approach to client service:
• We collaborate with our clients, explaining each component of their financial plan and discussing which to implement.
• We treat each client as family, no matter their account value, and we know each by name.
• We believe that open communication is paramount—semi-annual review meetings is a key element of our customer service model.
• We guide each client through all aspects of their financial life, including discussions and planning of long term care, legacy, health insurance, Medicare, creation of trusts, CPA’s, among others.

We take our fiduciary responsibilities to our clients seriously. As a value add for our clients, and to exceed regulatory requirements, we use the Generational Vault for secure document delivery and storage. There is no cost to our clients and they are welcome to store their critical documents in their Vault with no data limits. Our clients enjoy the ability to keep securely close at hand sentimental items such as family photos, and their critical documents like their trusts, wills, tax returns, power of attorney, and do not resuscitate orders that their trustees, beneficiaries and loved ones will need to access quickly when it matters the most.

We have created significant increased capacity availability and we are activity seeking acquisition and succession opportunities. Please do contact us if you are considering selling your practice or crafting a succession plan. Thank you for your consideration.

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