Overview

We are the independent RIA arm of a multi-faceted financial services provider with HQ in Portland and an expanding, regional footprint with offices in Bellevue, Boise, Bend, and Portland. The RIA arm has approximately $1.4 B in AUM split between HNW individuals, retirement plans, and Non-profit organizations . We are planning-centric, using eMoney and our CFPs as the basis to develop comprehensive planning leading to our own, internally-constructed investment portfolios. We are an active investment manager using primarily passive, index ETFs to construct our risk-based investment models. Our other services available to our clients at TPG include commercial insurance, employee benefit plans, personal insurance (HNW home/auto/umbrella), and individual life, disability, and long term care.

We are rapidly-growing and have room for talent to remain after a transition, with long term career paths available for staff in planning, investment, and operations paths.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...