Portland, Oregon, is home to a diverse range of investment management firms offering tailored financial solutions for individuals, families, and institutions. Whether you’re seeking comprehensive wealth management, retirement planning, or socially responsible investing, these firms provide expertise and personalized strategies to help you achieve your financial goals. Below is a curated list of top investment management firms in Portland, along with their key services and contact details.
List of Investment Firms in Portland:
- TradeWinds Wealth Management
- Deschutes Investment Consulting, LLC.
- NFN Investments (NBP Capital)
- StanCorp Investment Advisers (The Standard)
- Modernist Financial
- Hyas Group
- Empowering Finance
- Anderson Wealth Management
- Investors Management Group
- Financial Investment Team
1. TradeWinds Wealth Management
TradeWinds Wealth Management helps clients build and preserve wealth through customized financial strategies. Their advisors focus on long-term growth, risk management, and tax-efficient investment solutions. They serve individuals, families, and business owners with a client-first approach. Their services include retirement planning, investment management, and estate planning. With a commitment to transparency, they ensure clients understand every aspect of their financial plan.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 5550 S Macadam Ave Suite 110, Portland, OR 97239
📞 Phone: (503) 673-2828
🔗 Website: TradeWinds Wealth Management
📧 Contact: [email protected]
2. Deschutes Investment Consulting, LLC.
Deschutes Investment Consulting provides institutional and high-net-worth clients with tailored investment solutions. Their team specializes in portfolio construction, asset allocation, and risk assessment. They emphasize fiduciary responsibility and evidence-based investment strategies. Clients benefit from their deep expertise in retirement plans and endowment management. Their goal is to optimize returns while aligning investments with client objectives.
🔹 Services: Investment Management, Institutional Consulting, Portfolio Strategy
📍 Address: 200 SW Market St #550, Portland, OR 97201
📞 Phone: (503) 224-3700
🔗 Website: Deschutes Investment Consulting
📧 Contact: [email protected]
3. NFN Investments (NBP Capital)
NBP Capital is a leading real estate investment firm managing over $1 billion in assets. They focus on mixed-use, commercial, and multi-family properties across the West Coast. Their vertically integrated model covers investment, development, and property management. Notable projects include The Victor Building in Portland and The Bradbury Building in Los Angeles. They combine market expertise with disciplined investment strategies.
🔹 Services: Real Estate Investment Management, Development, Asset Management
📍 Address: 9 SE 3rd Ave #100, Portland, OR 97214
📞 Phone: (971) 279-2295
🔗 Website: NBP Capital
📧 Contact: [email protected]
4. StanCorp Investment Advisers (The Standard)
StanCorp Investment Advisers offers retirement and investment solutions for individuals and institutions. They provide managed accounts, stable value funds, and retirement plan advisory services. Their team focuses on risk-managed, long-term growth strategies. As part of The Standard, they leverage strong financial expertise and resources. They help clients navigate complex financial decisions with confidence.
🔹 Services: Investment Management, Retirement Plan Solutions, Stable Value Funds
📍 Address: 1100 SW 6th Ave #711, Portland, OR 97204
📞 Phone: (971) 321-8844
🔗 Website: StanCorp Investment Advisers
📧 Contact: [email protected]
5. Modernist Financial
Modernist Financial is a socially responsible, fee-only wealth management firm. They integrate personal values with financial planning for progressive investors. Services include investment management, tax planning, and holistic financial advice. As a Certified B Corporation, they prioritize ethical and sustainable investing. Their goal is to empower clients to achieve financial and personal well-being.
🔹 Services: Investment Management, Sustainable Investing, Financial Planning
📍 Address: 707 SW Washington St #910, Portland, OR 97205
📞 Phone: (971) 544-7417
🔗 Website: Modernist Financial
📧 Contact: [email protected]
6. Hyas Group
Hyas Group specializes in institutional retirement plan consulting and fiduciary services. They work with corporate and nonprofit clients overseeing $45+ billion in assets. Their services include investment monitoring, plan design, and vendor selection. With decades of experience, they help clients meet regulatory and financial goals. Their partnership with Morgan Stanley enhances their investment capabilities.
🔹 Services: Institutional Investment Management, Retirement Plan Consulting, Fiduciary Services
📍 Address: 108 NW 9th Ave #203, Portland, OR 97209
📞 Phone: (971) 634-1500
🔗 Website: Hyas Group
📧 Contact: [email protected]
7. Empowering Finance
Empowering Finance is a woman-owned, LGBTQIA+-friendly financial planning firm. They offer flat-fee financial planning and investment management services. Their approach is inclusive, educational, and tailored to diverse life goals. Services range from debt management to retirement and investment strategies. They prioritize transparency and client empowerment in financial decision-making.
🔹 Services: Investment Management, Financial Planning, Holistic Wealth Strategies
📍 Address: 205 SE Spokane St, Portland, OR 97202
📞 Phone: (888) 492-4570
🔗 Website: Empowering Finance
📧 Contact: [email protected]
8. Anderson Wealth Management (Northwest Cedar Financial)
Anderson Wealth Management provides personalized wealth strategies for individuals and business owners. Their services include retirement planning, investment management, and estate planning. As part of Wells Fargo Advisors, they combine independence with institutional resources. They focus on long-term financial security and generational wealth. Their advisors emphasize disciplined, client-centered investment approaches.
🔹 Services: Investment Management, Retirement Planning, Business Succession
📍 Address: 222 SW Columbia St, Portland, OR 97201
📞 Phone: (877) 683-7093
🔗 Website: Anderson Wealth Management
📧 Contact: [email protected]
9. Investors Management Group
Investors Management Group specializes in real estate and investment portfolio management. They help clients build wealth through strategic asset allocation. Their services include commercial real estate investments and private equity opportunities. They focus on long-term growth and risk-adjusted returns. Their team provides hands-on advisory support for investors.
🔹 Services: Investment Management, Real Estate Investing, Portfolio Management
📍 Address: 1234 SW 18th Ave #102, Portland, OR 97205
📞 Phone: (747) 262-5600
🔗 Website: Investors Management Group
📧 Contact: [email protected]
10. Financial Investment Team
Financial Investment Team offers comprehensive investment advisory and financial planning. They serve individuals, families, and small business owners. Their strategies focus on retirement planning, tax efficiency, and wealth preservation. They prioritize fiduciary responsibility and client education. Their goal is to simplify complex financial decisions for clients.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 650 NE Holladay St Suite 1600, Portland, OR 97232
📞 Phone: (503) 906-5205
🔗 Website: Financial Investment Team
📧 Contact: [email protected]
Portland’s investment management firms offer a wide range of services, from institutional consulting to personalized wealth management. Whether you prioritize real estate, socially responsible investing, or retirement planning, these firms provide expert guidance.
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