An independent advisor, disciplined steward and fiduciary dedicated to maximizing the probability of successful outcomes for clients.

Bill Woodruff, CAIA
  • 20+ years of investing experience 

  • Bandon Capital Management - Founder & CIO​

  • Fortress / Logan Circle Partners - Managing Director

  • Beacon Investment Group - Trader & Portfolio Manager

  • Arnerich Massena - Senior Analyst

  • University of Portland - BBA Finance

Tyson Edwards
  • 16+ years of financial and technical experience 

  • Stratus - Director of Finance​ & Business Intelligence

  • KinderCare - Sr. Financial Analyst

  • Lime Financial - Sr. Financial Analyst

  • Linfield College - Bachelor Degree: Finance

Russ McAlmond,MBA,MFSF,CFP
  • 30+ years of investing & planning experience 

  • Evergreen Capital Management - Founder & CIO​

  • Bank of America - Private Bank

  • US Bank Asset Management

  • Merrill Lynch

  • Harvard, Oxford, George Fox & ACFS with various degrees including BSBA, MBA, BSFS

  • CFP, CTFA, ChFC, CLU, CMFC

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FIDUCIARY OATH

FEES: 0.35%

For investment management and advice based on a percentage of assets managed. 

- Your fees are our sole source of income. We work for you not a bank or brokerage firm.

- A minimum annual fee may apply depending on scope of services and complexity.

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525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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