$825MM AUM | $5.3MM GDC in Lake Oswego, OR
Member is Interested In:
We are a regional fee only investment advisory firm, with offices in Portland and Salem, Oregon, as well as San Diego and Carlsbad, California. We provide investment management, financial planning, and tax planning/preparation to high net worth individuals, and also provide investment and consulting services to corporate retirement plans.
We hope to identify future acquisition or merger candidates through participation in this service.