INVESTMENT STRATEGY INCLUDES:
• Registered Investment Advisers
• Full or Non-Discretionary Agreements
• Investment Management
• 401k, Retirement Funds, Erisa, & More
• Fiduciary Model of Trust
ABOUT OUR REPRESENTATIVES:
We work as a team to meet the needs of our clients and bring the best we have to offer to each specific situation. We are fee-only, registered investment adviser based in Portland, Oregon. Our management team has over thirty years of collective experience from diverse backgrounds and is ready to put it to work for you! Our investment strategy is straightforward and simple.
We manage money for high net worth individuals, families, and institutions throughout the U.S. Our firm strives to service all of your wealth management needs by offering a variety of specialized services including retirement planning, portfolio management, tax planning, risk management, and alternative investments. Durig utilizes modern portfolio management theory and believes in a balanced, asset allocation approach. Feel comfortable taking advantage of our expertise.
FIDUCIARY MODEL OF TRUST:
WE SERVE YOUR NEEDS SO THAT YOU SUCCEED. WE DO NOT IMPOSE OUR OWN AGENDA FOR OUR OWN GOOD.
We have found that many customers allocate their retirement plan accounts by random guessing or dividing their assets equally among the investment options. In fact, many have not even determined how much money they will need to save for retirement. We utilize a simple long term approach designed to grow wealth and reduce cost, while staying focused on providing personal friendly professional service. You might be concerned about the market and your investments. We realize the market is going through unprecedented times and many have communicated concerns — we understand.
Contact us today for a complimentary consultation and together we can plot you a new course.