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Eric Andrew Boughton

Matisse Capital

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About Eric Andrew Boughton

Eric Boughton is a registered investment advisor representative with Matisse Capital. Eric has been a registered investment advisor representative since November 24, 2010. Eric has a Series 65 license and is a Chartered Financial Analyst. Eric's primary office is located in Portland, Oregon. Eric has experience working with individuals, high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Eric offers a variety of advisory services including financial planning, pension consulting, portfolio management for individuals, investment companies, and pooled investment vehicles, and selection of other advisors.

Firm Information

Eric Boughton is currently registered with Matisse Capital. Matisse Capital is a Portland, OR-based investment advisor managing over $1.35 billion in assets for individuals, businesses, and institutions. The firm offers a range of services including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
Matisse Capital

15350 SW SEQUOIA PKWY

PORTLAND, OR 97224

$1.36B

Assets Under Management

4

Total Clients

8

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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fixed fees

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

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percentage of assets

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

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Eric Boughton’s Registration & Firm History

OR

11/24/2010 - Present

Matisse Capital (PORTLAND OR)

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Licenses & Designations

IA

Issued 06/27/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Andrew Boughton.
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