D. Mattersdorff LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
D. Mattersdorff LLC provides investment management and financial planning services primarily to individual clients and families, managing approximately $61.9 million across 16 client relationships. The firm offers discretionary portfolio management covering global stocks, bonds, REITs and mutual funds, and delivers standalone financial planning that can be integrated into ongoing account management.
The firm’s investment approach is fundamental, value-oriented security selection with a buy-and-hold posture and generally low trading volume, constructing portfolios based on each client’s age, tax situation, risk tolerance and return objectives. It routinely uses global securities—acknowledging currency and local-market risk—permits client-imposed investment restrictions, operates with discretionary trading authority, and performs formal account reviews annually.
Distinctive features include a significant non-U.S. client presence uncommon for firms of this size, paired with an explicit emphasis on international investment recommendations and the attendant currency risk. The firm has been registered since 1999 and its lead adviser holds the CFA designation, supporting a concentrated, low-turnover practice that focuses on established, “old economy” businesses and avoids many high‑growth technology names.
Client services
Expertise
Fee options
Up to 2% annually, fees are negotiated based primarily on size of assets
$120 per hour for financial planning
Account minimum: $200,000 (may be waived at sole discretion) Fee-only: Financial planning services at $120/hour (waived if ongoing account management is elected)
Main office
393 N. State Street
Lake Oswego OR 97034
Advisors at this office
1
Most active in
California · Oregon
Also doing business as
D. Mattersdorff LLC · Mattersdorff Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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