Investment
Management in Beaverton, OR
We combine growth-focused investment strategies with expert risk management to help Beaverton residents build and protect wealth through every market cycle.
Key Strategies for Building and Protecting Wealth in Beaverton, OR
A comprehensive investment management plan considers every factor that drives enduring financial growth. Our Beaverton-based approach includes:
Wills & Trusts: Guidance on estate planning and legacy solutions tailored to Oregon’s laws and your goals.
Asset Allocation: Balance equities, bonds, and cash to maximize returns and stability.
Diversification: Spread assets across sectors, styles, and geographies to reduce risk.
Risk Management: Align portfolio volatility with your comfort level and long-term objectives.
Tax Optimization: Apply tax-smart strategies including asset location, rebalancing, and tax-loss harvesting.
Income Planning: Create predictable income streams from dividends, interest, and withdrawals.
Rebalancing: Keep portfolios aligned and responsive to market changes.
Cash Management: Maintain reserves for short-term needs and unexpected expenses.
Build Your Future with Purposeful Investing
in Beaverton, OR
Purposeful investing is about aligning your portfolio with your goals, values, and vision for the future—not just chasing returns. Our Beaverton advisors focus on sustainable strategies that grow wealth, manage risk, and adapt to changing market conditions.
We design tailored financial plans that balance growth and security, ensuring every decision supports your long-term objectives. Benefit from local expertise in asset allocation, portfolio diversification, tax-efficient planning, and ongoing management—helping you achieve peace of mind in Beaverton’s dynamic economy.
What You Gain With Our Investment Management in Beaverton, OR
Our commitment to every Beaverton client includes:
A disciplined, long-term approach for sustainable financial results
Custom investment strategies that maximize performance and minimize tax impact
Personalized portfolios aligned with your goals, comfort level, and timeline
Ongoing monitoring with proactive adjustments and clear performance updates
Direct access to experienced local advisors who understand your needs and community
Simple pricing with no surprises.
Our annual wealth management fee is all-inclusive of our services.
No hidden fees. No hourly fees. No surprises.
| Fee* | Investment Assets |
|---|---|
| 0.90% | $0 - $1,000,000 |
| 0.80% | $1,000,000 - $2,000,000 |
| 0.70% | $2,000,000 - $3,000,000 |
| 0.60% | $3,000,000 - $4,000,000 |
| 0.50% | $4,000,000 - $5,000,000 |
*$12,000 minimum annual fee
FAQs about
Investment Management
in Beaverton
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Expert managers use local insights and proven strategies to grow assets, protect capital, and adapt portfolios to market trends.
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Financial planning covers broader goals, while investment management focuses on optimizing investments for growth, security, and tax efficiency.
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Yes. An advisor can help you accumulate retirement savings, manage distributions, and keep your plan on track in Oregon’s evolving economy.
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By diversifying assets, actively monitoring portfolios, and adjusting risk based on your objectives, we help safeguard your wealth.
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Personalized attention, community-focused expertise, and customized strategies built for Beaverton residents and businesses.
Investing for Your Future in Beaverton
Investment management goes beyond picking stocks or funds—it’s about developing a forward-thinking strategy that grows, safeguards, and aligns your finances with your aspirations.
We help Beaverton residents and businesses build wealth, protect assets, and simplify financial lives. With proactive guidance and local expertise, you can confidently pursue your goals knowing your investment strategy is built for today’s opportunities and tomorrow’s success.
Four Steps to Lifelong Confidence
We build and manage portfolios with a clear, strategic process designed to grow and protect your wealth at every stage of life.
1
Discovery
Understanding your objectives, risk tolerance, and financial picture.
Design
Creating a customized portfolio aligned with your goals and time horizon.
2
Implementation
Executing trades and managing allocations with precision and transparency.
3
Ongoing Review
Monitoring performance and rebalancing to keep your strategy on track.
4
Success Story
Smart Diversification Saves the Day
When Ben came to us, his early Tesla investment had grown from $14 per share to over $400—worth millions but representing dangerous portfolio concentration. We developed a systematic disposition strategy, like reverse dollar-cost averaging, to gradually diversify his holdings without emotional decision-making.
Our timing couldn't have been better. We helped Ben and Carolyn tax-efficiently reduce their Tesla exposure before the stock plummeted 75% from $400 to $100 per share. Today, they sleep soundly with a globally diversified portfolio spanning thousands of companies as they enjoy their well-planned retirement.
Invest Today to Secure Tomorrow’s Opportunities in Beaverton
Taking action now increases your potential for financial growth and long-term security. Starting today allows you to:
Maximize compounding for wealth accumulation
Manage risk effectively in dynamic markets
Improve tax efficiency with strategic investing
Align investments with your personal life goals
Our Beaverton-focused advisors put your wealth to work immediately, ensuring opportunities for growth and protection are captured today for tomorrow’s success.
The Smartest Move Is to Start Investing Today!
Putting off your investment plan can cost you valuable compounding time and future growth. Whether you’re starting out or refining a seasoned portfolio, the best time to act is now.