Invested Better
Unclaimed

Unclaimed

Unclaimed

Deschutes Investment Consulting, LLC

Headquartered in PORTLAND, OR

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Deschutes Investment Consulting, LLC is an investment advisory firm headquartered in Portland, OR. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They have approximately $2,128,031,383 in regulatory assets under management, primarily serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. They have a team of 4 licensed agents and 8 investment advisor representatives.

Deschutes Investment Consulting, LLC

200 SW MARKET STREET

PORTLAND, OR 97201

$2.13B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DESCHUTES INVESTMENT CONSULTING, LLC has a total of 1 branch locations across the country.

Advisors at Deschutes Investment Consulting, LLC

View All 6 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Deschutes Investment Consulting, LLC is right for you?

Disclosures

There are no public disclosures for Deschutes Investment Consulting, LLC.

Frequently Asked Questions (7)

Not sure if Deschutes Investment Consulting, LLC is right for you?