Jan Schorey, Pres., Portlandia Investment Management, Inc.
» Financial -- Consultants: Advisors and/or Planners (325)
Overview
2701 N.W. Vaughn St. Ste. 455 Portland, Oregon, United States 97210-5343A Registered Investment Advisor and fee-only investment management firm. Works with individuals, institutions, their money, and their choices, offering services that include portfolio management and advisory consultation. Primary focus is to provide
phone: view phone(503)242-1125
phone 2: view phone
fax: view fax(503)242-4275
e-mail: send an e-mail
Description
A Registered Investment Advisor and fee-only investment management firm. Works with individuals, institutions, their money, and their choices, offering services that include portfolio management and advisory consultation. Primary focus is to provide financial guidance through planning, selecting, and monitoring investments that are directed at meeting clients' financial goals and upholding personal values. Member, First Affirmative Financial Network.
Extra fields
Wholesale Business: No | Retail Sales Business: No | B2B Sales Business: No | Online Sales Business: No | Mail Order Business: No | National Green Pages Sponsor: No | Green Business Network Leader: No
Extra fields
1% for Community No
Account Minimums $500,000 per household.
