Evidence-Based Investing Focusing on Simplicity and Efficiency 

High fees force the average advisor to recommend portfolios with more risk. We build custom investment plans tailored to each of our clients and persistently evaluate risk versus reward while implementing each plan. 

Portfolio Risk, Tax and Fee Analysis

Unsure of the amount of risk or total costs of your portfolio?  Try a risk, tax and fee review for a fixed fee of $500. 


525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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