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Displaying results 1 to 25 of 70

  • 1

    Valentine Ventures, LLC

    Bend, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 2

    Sigma Investment Management Company

    Portland, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We are an independent, privately owned, fee-only financial advisory firm. Sigma was founded in 1992 and is a Registered Investment Advisor. We service clients throughout Oregon, and nationwide. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 3

    Sundowner Capital Management LLC

    Bend, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 4

    Sterling Investment Management, Inc.

    Beaverton, OR

    Services offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $500,000

    **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm and provide independent financial services to assist each client with developing their custom financial plan needed to achieve their specific goals.

  • 5

    Schulmerich & Associates Asset Management LLC

    Portland, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $100,000

    Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 6

    Fried Asset Management, Inc.

    Eugene, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...

  • 7

    Valentine Ventures, LLC

    Eugene, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 8

    Valentine Ventures, LLC

    Portland, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 9

    Sundowner Capital Management, LLC

    Eugene, OR

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 10

    Frederic T. Kutscher Associates, Inc.

    Eugene, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $1,000,000

    **NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000�

  • 11

    Strategic Group

    Portland, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $1,000,000

    We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000...

  • 12

    Skyline Financial Northwest Inc.

    Portland, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000...

  • 13

    SecondHalf Planning & Investment

    Clackamas, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We specialize in the unique financial needs of widows, retirees, and others actively preparing for life's second half. Our NEW CLIENT minimum portfolio size = $250,000....

  • 14

    Skyline Financial Northwest Inc.

    Happy Valley, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000...

  • 15

    Alison, LLC Investment Advisors

    450 Country Club Road
    Eugene, OR

  • 16

    Allen Capital Management, LLC

    121 SW Morrison Street
    Portland, OR

  • 17

    Ascent Capital Management, LLC

    975 SW Colorado
    Bend, OR

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services.

  • 18

    Baker Ellis Asset Management LLC

    1211 S.w. Fifth Ave. Suite 2910
    Portland, OR

  • 19

    Beacon Alternative Strategies LLC

    121 SW Morrison St. Ste 450
    Portland, OR

  • 20

    Birch & Jossi Financial Advisors

    9200 SE Sunnybrook Blvd. Ste 210
    Clackamas, OR

  • 21

    Cairn Investment Group

    121 SW Morrison
    Portland, OR

  • 22

    Cascade Investment Advisors, Inc.

    1507 NW 24th Avenue
    Portland, OR

  • 23

    CMC Advisers, LLC

    4800 SW Macadam Avenue, Suite 305
    Portland, OR

  • 24

    CWC Advisors, LLC

    5800 Meadows Road
    Lake Oswego, OR

  • 25

    Cygnus Capital LLC

    4500 SW Kruse Way
    Lake Oswego, OR

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