The relentless pursuit of value.
The thoughtful exercise of judgment.
Independent Wealth Management
1231 NW Hoyt Street Suite 306
Portland OR 97209
1079 Mill Creek Road
Incline Village, NV 89451
Photo by Nicole Freshley
We began in 2002 with a question: if we weren’t experienced investment professionals ourselves, how would we want our own money to be managed?
Our investment approach emphasizes value, diversification and adhering to a long-term strategy informed by comprehensive financial planning.
Our tight-knit, highly collaborative investment team includes four members who have been awarded the Chartered Financial Analyst designation, two MBAs and a CPA to bring a range of perspectives to portfolio strategy and client problem-solving.