Bettina Lee is a financial advisor with The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with The Lam Group since 2006. Lee also serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser serving high-net-worth families, family offices, foundations, endowments, and select institutions. The firm employs a disciplined investment approach based on Modern Portfolio Theory, using primarily passive mutual funds and ETFs, with a focus on tax efficiency, manager research, and minimizing transaction costs.

Nelson Lam is a financial advisor at The Lam Group, Inc. in Lake Oswego, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with The Lam Group since 2000 and serves as a trustee of the firm’s 401(k) plans. The Lam Group, Inc. is a fee-only, SEC-registered investment adviser that manages approximately $388 million for high-net-worth families, family offices, foundations, endowments, and select institutions. The firm follows a disciplined investment process based on Modern Portfolio Theory, emphasizing passive investments, tax efficiency, and customized portfolio management.