A complete list of active advisors currently associated with Executive Investment Services, LLC
Warmer can help you find a great advisor at Executive Investment Services, LLC or one who fits your needs even better.
Executive Investment Services is an independent registered investment adviser serving individuals, high-net-worth clients, small-to-medium-sized businesses and retirement plans with asset management, retirement plan rollover advice, business consulting, and alternative investment consulting. The solo advisory practice manages about $91.7 million across roughly 63 client relationships and provides both ongoing portfolio supervision and one-time or project-based consulting engagements. The firm generally provides discretionary asset management on a percentage-of-AUM basis using individual equities, bonds and ETFs and employs strategies such as long- and short-term purchases, strategic and tactical asset allocation, and rebalancing. Alternative Investment Consulting is offered on a client-requested, non-discretionary basis and consists of a limited review and analysis of issuer-provided offering materials and third‑party due diligence; the firm does not independently verify all information, perform onsite sponsor visits, or provide ongoing monitoring for those investments. Noteworthy features compared with peers include that the firm’s advisory representatives also operate as licensed insurance agents and the firm has an affiliated Oregon-licensed insurance agency and an executive benefit planning company, which can result in commission-based insurance sales alongside advisory services; the brochure describes disclosures and measures to manage those conflicts. The firm also explicitly serves pension and profit-sharing plan clients and offers pension consulting—services that are statistically uncommon for independent solo advisors—and recently added a dedicated Alternative Investment Consulting service for privately offered investments.
To learn more about the advisors currently working at Executive Investment Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Oswego, OR
| 36
|
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