Jan Schorey, Pres., Portlandia Investment Management, Inc.

Overview

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

Contact Information

2701 N.W. Vaughn St. Ste. 455 Portland, Oregon, United States 97210-5343

phone: view phone(503)242-1125

fax: view fax(503)242-4275

Photos

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, LLC.

Extra fields

1% for Community: No

Account Minimums: $500,000 per household.

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