Top Financial Advisors in Portland, OR

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Ferguson Wellman Capital Management is a fee-only firm with a large team of advisors on staff. Of those advisors, there are  certified financial planners (CFPs), chartered financial analysts (CFAs) and certified trust and financial advisors (CTFAs).

To be a client, you’ll need at least $4 million. However, the firm has another division, West Bearing Investments, that has a much lower account minimum of $1 million

The firm works with both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations or businesses. 

Ferguson Wellman Capital Management Background

Ferguson Wellman Capital Management was founded in 1975. The employee-owned firm offers investment account management services and wealth management services, which include wealth planning, retirement, life events, philanthropic strategies, trusts and estates, taxes, risk management and education funding. 

At Ferguson Wellman, each client is served by a team, not by an individual advisor. A relationship associate and portfolio manager tend to planning, long-term strategies and day-to-day needs, while a team of analysts weighs in with expertise and experience. The firm's in-house team of analysts creates most of the firm’s investment strategies, which primarily use individual securities. 

Ferguson Wellman Capital Management Investment Strategy

Ferguson Wellman Capital Management's investment principles prioritize a focus on the long term, an analysis of the global economic landscape and the management of risk. The firm offers several investment strategies, which it customizes according to each client's risk tolerance, time horizon, income needs and other factors. 

Its strategies, which primarily use individual securities, include large-cap tax-efficient equity, large-cap core equity, large-cap dividend value, international equity, fixed income and alternatives, such as hedge funds, private equity, private real estate or other nontraditional assets.

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The individual investment management services at Becker Capital Management require at least $1 million in investable assets. However, portfolio management for institutions calls for $3 million.

Becker Capital Management’s advisory team holds multiple certifications, including certified financial planners (CFPs) and chartered financial analysts (CFAs), among others. 

Becker Capital Management serves both non-high-net-worth and high-net-worth individuals, as well as investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, insurance companies and corporations or businesses.

Becker Capital Management Background

Founded in 1976, Becker Capital Management is completely employee-owned. Four employees - Patrick E. Becker, Jr., Blake R. Howells, John M. Becker, and Janeen S. McAninch - each own more than 5% of the firm. 

For its individual clients, the firm offers customized investment advisory services, and it says that it offers financial planning services "as needed." Its financial planning services are focused on helping clients achieve financial security. 

Becker Capital Management Investment Strategy

Becker Capital Management, Inc. creates customized portfolios for each client, based on his or her current income, risk tolerance, restrictions and long-term growth needs. The firm works with each of its clients to determine the appropriate asset allocation for both their taxable portfolios and their retirement funds, with a focus on tax efficiency.  

Becker Capital Management uses both active and passive strategies for client portfolios. Its investment strategies include:

• All Cap Value Equity
• All Cap Value Equity with ETFs
• Focused Value Equity Income
• Large Cap Value Equity
• Balanced Balanced with ETFs
• Taxable Fixed Income
• Municipal Fixed Income
• Impact/ESG/Socially Responsible Investing
• Alternative Assets

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Vista Capital Partners, a fee-only firm that specializes in investment and wealth management, requires its clients to have at least $3 million in investable assets.

The firm has both certified financial planners (CFPs) and chartered financial analysts (CFAs) on staff. 

Vista Capital Partners provides services for both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations or businesses.

Vista Capital Partners Background

Vista Capital Partners was founded in 2001. According to the firm's brochure, Michael O’Reilly, Douglas Johanson, and Dougal Williams are the principal owners. Other employees own a lesser percentage of Vista Capital Partners. 

In addition to its investment and wealth advisory services, Vista Capital Partners advises its clients on retirement planning, concentrated positions, college savings plans and charitable giving.

The firm collaborates with clients' other advisors in the areas of insurance, estate planning and taxes to create a fully comprehensive wealth management plan. 

Vista Capital Partners Investment Strategy

At the start of each client relationship, Vista develops a custom investment policy statement, detailing a client's financial situation and objectives. Clients are able to impose restrictions on certain securities or types of securities. Each client's investment policy statement informs his or her investment plan.

Vista investment plans focus on asset allocation, which Vista says has been shown to be "the most important determinant of investment return and risk." To increase exposure to asset classes, Vista primarily invests its clients in index funds, which it believes can "maximize long-term returns by minimizing costs and taxes."

The firm employs a disciplined rebalancing strategy to ensure that portfolios remain within allocation targets.

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Arnerich Massena works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations.

The advisory team at Arnerich Massena holds multiple certifications, including chartered financial analysts (CFAs) and chartered alternative investment analysts (CAIAs), among other designations.

Arnerich Massena Background

Arnerich Massena is an employee-owned firm that began doing business in 1991. Its principal owners are Reegan Rae and Bryan Shipley.

According to the firm's brochure, it focuses on diversified, long-term porfolio construction; high-quality money manager selecion; and innovative, transparent, and flexible solutions.

Arnerich Massena Investing Strategy

Prior to the forming of any investment plans, an Arnerich Massena advisor will work with you to figure out your long-term financial goals and any risk-related stipulations you might have. This information is then compared to the risk profile and return potential of multiple traditional and alternative investments to ensure that the securities chosen for your portfolio are a perfect fit. To remain as complete as possible, the firm will also include any related findings from its proprietary market analysis.

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Deschutes Investment Consulting is a fee-based firm based in Portland that serves both non-high-net-worth and high net worth individuals, as well as pension and profit-sharing plans, insurance companies and corporations or businesses.

The advisory team at Deschutes Investment Consulting holds multiple certifications, including certified financial planners (CFPs), among other designations.

Some of the advisors at this fee-based firm can earn commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in clients' best interests at all times.

The firm generally requires a minimum investment of $250,000 to open an account.

Deschutes Investment Consulting Background

Deschutes Investment Consulting has been registered with the Securities and Exchange Commission (SEC) since 2011.

The firm is 100% owned by its president MacGregor Hall.

Deschutes Investment Consulting offers both non-discretionary and discretionary investment management services for individual clients and retirement plans.

Deschutes Investment Consulting Investing Strategy

In a nutshell, Deschutes Investment Consulting looks to manage assets for the long-term to achieve capital preservation and safe, consistent growth.

The firm invests almost entirely in mutual funds, ETFs and separately managed accounts (SMAs).

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Phillips & Company Advisors works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and businesses.

As a fee-based operation, some of Phillips & Company's advisors have the opportunity to sell insurance products for commissions. The firm does abide by fiduciary duty, legally binding it to act in clients' best interests no matter what.

Phillips & Company Advisors Background

Philips & Company Securities, Inc., the predecessor to Phillips & Company Advisors, was created in 2004. The firm changed to the name it holds today in 2011.

CEO Tim Phillips founded the firm and remains its majority owner. He has been in financial services industry for about 30 years and was, at one point, named by the Governor of Oregon to aid in the management of the state's venture capital and private equity investments.

Phillips & Company Advisors Investing Strategy

Prior to the beginning of any real investment planning, Phillips & Company Advisors will look to understand your personal financial needs. This will involve a one-on-one conversation with your advisor to discuss your ultimate financial goals, risk tolerance, time horizon, liquidity needs and any possible investment discretion you may desire.

Based on your finalized investor profile, a risk-adjusted investment plan will be drawn up. More specifically, you'll be paired with a specific asset allocation strategy that will dictate what investments your portfolio will hold. The firm has five proprietary models that take into account tax efficiency and risk/return.

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Multnomah Group is a fee-only financial advisor that works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.

The minimum account size at Multnomah is $250,000. Investment management fees are based on a percentage of assets under management, while financial planning fees are charged monthly.

The team multiple certifications, including chartered financial advisors (CFAs) and other designations.

Multnomah Group Background

Multnomah was founded in 2003 and first registered with the SEC in 2005. The principal owners are Erik Daley and Scott Cameron.

Services offered include investment advisory, portfolio management and financial planning.

Multnomah Group Investment Strategy

Nearly all of the money at the firm is invested in mutual funds, with a small amount put into stocks and cash holdings.

The firm emphasizes research and long-term strategies when building portfolios.

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Cable Hill Partners is a fee-only firm that serves non-high-net-worth and high-net-worth individuals, pension and profit sharing plans, trusts, charitable organizations and businesses.

The firm’s staff of advisors includes advisory certifications such as certified financial planner (CFP), certified investment management analyst (CIMA) and chartered retirement planning counselor (CRPC). 

Cable Hill imposes a minimum fee of $10,000, which could be waived based on the firm's discretion.

Cable Hill Partners Background

Founded in 2014, Cable Hill is owned by David Christian, Jeffrey Krum and Brian Hefele.

The firm specializes in portfolio management, financial planning, pension consulting and selection of other advisors. 

Cable Hill Partners Investment Strategy

Cable Hill typically employs a long-term approach to its investment decisions, and the firm says it mainly uses fundamental analysis to research and evaluate securities. The firm uses numerous sources for its research and analysis, including financial media companies, third-party research materials, internet sources, company prospectuses, press releases and more. 

The firm generally uses mutual funds, exchange-traded funds (ETFs), stocks and individual bonds.

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The H Group (THG) is a fee-based firm that works with both non-high-net-worth and high net worth individuals, as well as charitable organizations and corporations or businesses.

For clients engaging in advisory services, THG charges a percentage of assets under management that can start at 2.05% for assets under $250,000 and drop to 0.60% for assets over $5 million.

The firm also offers investment advice and financial planning services at a maximum hourly rate of $250.

The H Group Background

Headquartered in Portland, THG has been in business since 1991. It is registered as an investment advisory firm with the Securities and Exchange Commission (SEC).

The principal owner of the firm is its president Christopher K. Hicks.

The H Group Investing Strategy

THG offers a variety of client services, including cash flow planning, estate planning, investment planning, retirement planning, risk planning and tax planning.

According to the firm’s brochure, advisors develop specific investment strategies based on risk tolerance, time horizon and expected needs.

When putting investment portfolios together, the firm recommends mutual funds, exchange-traded funds, exchange-listed equity securities, certificates of deposit (CDs), municipal securities, U.S. government securities and money market funds.

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TPG Financial Advisors is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and businesses.

There is no minimum account size at the firm. Investment management fees are charged based on a percentage of assets under management. Hourly and fixed fees are charged for financial planning.

The team holds multiple certifications, including certified financial planner (CFP) and accredited investment fiduciary (AIF), among other designations.

TPG Financial Advisors Background

TPG was founded in 2006 and is wholly owned by The Partners Group. Ltd.

Services offered at the firm include investment management, financial planning, life insurance, executive benefits and exit planning.

TPG Financial Advisors Investment Strategy

TPG says that it focuses on building broadly diversified portfolios and uses a systematic strategy to manage investments. Investments can include mutual funds, exchange-traded funds, exchange-listed equity securities, municipal securities, corporate bonds, U.S. government securities and money market funds.