Established in 1928 as Strand, Atkinson, Williams & York, Umpqua Investments, Inc. has a long-standing history of providing investment services in the Pacific Northwest. The firm offers a range of financial solutions, including portfolio management and wealth planning, tailored to meet the diverse needs of individuals and high-net-worth clients. As a subsidiary of Umpqua Holdings Corporation, Umpqua Investments operates alongside Umpqua Bank, delivering comprehensive financial services. In April 2021, Steward Partners Global Advisory acquired Umpqua Investments, expanding its presence into the Pacific Northwest and integrating Umpqua’s team of 22 financial advisors managing $3.4 billion in client assets.