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

Your Personal Chief Investment Officer
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


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.


525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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