BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

June 4, 2014

In this video, we discuss our role as a fiduciary and provide an overview of the services we offer our clients.

 

 

June 3, 2014

In this video, we discuss our investment philosophy and how we put it to work for clients.

 

 

 

June 2, 2014

In this video, learn more about our planning process and how we develop financial strategies tailored to specific client needs.

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September 13, 2016

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1500 SW First Avenue, Suite 990

Portland, OR 97201

503.292.2775

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