Outsourced Investment Management or Outsourced Chief Investment Officer in Lake Oswego, OR

Does the idea of having your own investment personnel in-house sound appealing, right up to the part of having a team of full time employees?  We offer an outsourced solution that might just be the answer. While the offering goes by difference acronyms (OIM - Outsourced Investment Management or OCIO - Outsourced Chief Investment Officer), the idea is the same - get the benefits of dedicated employees without the hassle.  

As discretionary investment advisors, we share the responsibility of managing the portfolio in a prudent, thoughtful manner. And, with no affiliation to banks, insurance companies or other investment providers, you can be assured we are working strictly in your best interest, just like an employee.