Wealth Management Portfolio AccessOnline Portfolio Log In
Our advisors are highly credentialed, subject matter experts providing important and relevant information to clients.
Unbiased Investment Decisions
Active management produces consistent, superior results and is a critical component of our success.
Earning the trust and confidence of attorneys for over 100 years.
Economic, market and investment information delivered to your email.
Lead with Financial Planning
Vice President & Senior Financial Planner
WM&AS Oregon Region Team Leader & Vice President
Dividends are an important part of a stock’s total return. In a recent study, Cloutier and Xu (2015) developed a high dividend/low beta strategy by exploiting documented market anomalies.
We invest in commodities to improve the risk adjusted returns in our portfolios. To gain this exposure we invest in futures contracts rather than the physical commodity.
Real estate investment trusts, or REITs, provide investors the opportunity to purchase a diversified portfolio of real estate with an investment structure that is generally liquid. REITs can be either publicly or privately held.
Private equity (PE) is simply financing provided to privately-held companies in return for an ownership interest in the company.
Contact An Advisor