If you have been referred to our firm, we would be pleased to meet with you. Inquiries are by phone (503.417.1950) or toll free at 888.443.9015. You can also e-mail us at firstname.lastname@example.org.
Becoming a Client
Account transfers are simple. We will do all the paperwork – Your job is to answer a few questions and sign the transfer form. We like account assets to come over “in kind” if possible, so we can analyze your current holdings and choose what to retain. “In Kind” transfers also allow us to control any tax impact from sales.
We work only with discretionary accounts. We do not have a minimum account size, but portfolios need to be large enough to allow us to use our best ideas, accomplish diversification, and achieve your goals.