Portland, Oregon is home to a thriving investment industry with numerous reputable investment firms offering a range of financial services. From portfolio management to retirement planning, these firms leverage their expertise to help clients achieve their financial goals. With the city’s business-friendly environment and concentration of wealth, Portland has become an ideal location for investment firms to establish roots and grow. This article will highlight the top 5 investment firms in Portland that are making a name for themselves by providing premium services to their clients.
Fisher Investments Offers Personalized Investment Strategies
Fisher Investments is one of the leading global investment firms with over $197 billion in assets under management. The company was founded in 1979 by Ken Fisher and is headquartered in Camas, Washington with additional offices across the US and internationally. Fisher Investments stands out for its personalized approach to understanding each client’s unique financial circumstances and goals. The firm then crafts tailored investment strategies to help meet those objectives. Fisher Investments manages money for a wide range of clients including individuals, pensions, endowments and corporations. The firm utilizes fundamental analysis and proprietary quantitative models to invest across global markets. Fisher Investments has established a strong presence in Portland, attracting high net worth individuals looking for sophisticated investment management.
Ferguson Wellman Focuses on Long-Term Wealth Management
Ferguson Wellman Capital Management, founded in 1975, is an employee-owned investment firm managing over $5.5 billion in assets. With offices in Portland and Seattle, the firm serves individuals, families, foundations and institutions in the Pacific Northwest and beyond. Ferguson Wellman takes a goals-based approach focused on preserving and growing wealth over the long-term. The firm’s investment process blends qualitative judgment with quantitative analysis across a range of strategies including equities, fixed income and alternatives. Ferguson Wellman also provides comprehensive financial planning to ensure each client’s portfolio aligns with their overall objectives. The firm’s dedication, expertise and independent structure make it a go-to choice for wealth management in Portland.
Moss Adams Offers Integrated Wealth Management Services
Moss Adams Wealth Advisors LLC, founded in 2005, provides brokerage, investment advisory and financial planning services to clients across the West Coast and nationwide. As the wealth management division of accounting and consulting firm Moss Adams LLP, the company delivers an integrated approach encompassing tax, estate planning, business consulting and more. Moss Adams Wealth Advisors oversees $5.4 billion in assets under management and advisement (as of 12/31/2021). The firm’s wealth advisors take time to understand each client’s complete financial picture. Customized portfolios are then constructed using tactical allocation strategies. With in-depth expertise and a holistic perspective, Moss Adams Wealth Advisors has become a leading investment firm meeting the needs of high net worth families in Portland.
KRW Advisors Offers Personalized Investment Management
KRW Advisors LLC is a Portland-based investment advisory firm providing personalized portfolio management and financial planning services to individuals, families and institutions. The employee-owned firm was founded in 1998 and currently oversees $1.2 billion in assets under management (as of 12/31/2021). KRW Advisors’ approach emphasizes understanding clients’ unique objectives and risk tolerance to develop customized investment solutions. Portfolios are globally diversified across equities, fixed income, real assets and alternative investments. The firm monitors holdings daily and rebalances as needed while maintaining a long-term perspective. KRW Advisors leverages both qualitative and quantitative inputs in its investment process. With its boutique size and tailored services, KRW Advisors has become a preferred choice for personalized investment management in Portland.
Sit Investment Associates Offers Specialized Investment Management
Founded in 1981, Sit Investment Associates is an employee-owned investment management firm offering services to institutional clients, investment advisors and high net worth individuals. Sit manages over $24 billion in assets across a range of traditional and alternative investment strategies including equities, fixed income and real assets. The firm is known for its specialized expertise within niche asset classes which enables it to add diversification and enhance risk-adjusted returns. Sit Investment Associates maintains a Portland office housing its municipal bond portfolio management team. The firm’s focus on finding value through in-depth research and exploiting market inefficiencies has made it one of the leading institutional investment managers in the Pacific Northwest.
Portland offers an ideal environment for investment firms with its business-friendly policies, concentration of high net worth individuals, and proximity to the financial hub of Seattle. Fisher Investments, Ferguson Wellman, Moss Adams Wealth Advisors, KRW Advisors and Sit Investment Associates have leveraged these advantages to establish themselves as leading investment management firms in the city. With their sophistication, expertise and personalized services, these firms provide tremendous value in helping Portland-area investors achieve their financial and retirement goals.