Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
11/24/2010 - Present
Matisse Capital (PORTLAND OR)
IA
Issued 06/27/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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