Fort Vancouver Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$235,608,190
Clients
193
Advisors
4
of 4 employees
About
Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning to individuals, families, trusts and other account types, typically serving individual and high-net-worth clients and generally requiring $500,000 to establish an advisory relationship (waivers possible). The firm offers ongoing portfolio management across multiple account registrations and a standalone, flat-fee retirement planning engagement that produces a written report of analysis and recommendations.
FVIM’s investment approach is grounded in Modern Portfolio Theory and an evidence-based framework, building broadly diversified portfolios primarily with ETFs and institutional no-load mutual funds (including funds from DFA, Vanguard, Avantis, BlackRock and Schwab) and avoiding individual stocks or bonds except when specifically appropriate. Portfolios are monitored and rebalanced, with tax-aware management (asset location, tax-loss harvesting, timing of gains and Roth conversions when suitable), and financial planning is included for clients who engage the firm for investment management.
Several operational and disclosure practices distinguish FVIM from many peers: a principal has an ownership interest in a separate tax advisory business (Tributa Tax & Accounting) to which the firm may refer clients without receiving referral fees, and the firm follows ERISA-specific procedures and provides a written “Retirement Advice Disclosure” when advising on rollovers. FVIM primarily uses Charles Schwab Institutional and its rebalancing tools, notes that access to certain institutional funds (such as some DFA offerings) may depend on maintaining an advisory relationship, does not accept commissions or soft-dollar benefits, and generally does not vote client proxies or permit client-directed brokerage.
Client services
Expertise
Fee options
$3,000 flat fee for Retirement Planning services, negotiable and may be waived if ongoing management is engaged
$0 - $500,000: 1.1% per annum $500,000 - $1,000,000: 0.9% per annum $1,000,000 - $5,000,000: 0.7% per annum $5,000,000+: 0.5% per annum
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, no commissions or referral fees
Main office
1601 Officers Row
Vancouver WA 98661
Advisors at this office
4
Most active in
California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Andrea S
CFP®, Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Andrea Silbernagel is a CFP® professional with four years of industry experience, currently serving at Fort Vancouver Investment Management, LLC since 2022. Prior to this, she worked at Clive Financial Services for four years and has been involved with Tributa Tax & Accounting LLC as an owner and Enrolled Agent since 2013, where she provides bookkeeping, payroll tax reporting, and tax preparation services. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that offers discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach centered on Modern Portfolio Theory, using broadly diversified portfolios with ETFs and institutional no-load mutual funds, alongside tax-aware management and financial planning services.
Matthew E
CFP®, Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Matthew Ebeling is a CFP® with 19 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2016. He holds a Series 65 license and works at a firm based in Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered adviser that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, while incorporating tax-aware management and financial planning services.
Holly B
Series 65
Vancouver, WA
Fort Vancouver Investment Management, LLC
Holly Breeden is a financial advisor at Fort Vancouver Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Fort Vancouver since 2012. Fort Vancouver Investment Management is a fee-only, SEC-registered firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm uses an evidence-based approach grounded in Modern Portfolio Theory, focusing on broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients.
Robert P
CFP®, Series 66
Vancouver, WA
Fort Vancouver Investment Management, LLC
Robert Pool is a CFP® with 23 years of industry experience, currently serving as an advisor at Fort Vancouver Investment Management, LLC since 2011. He holds the Series 66 designation and works out of Vancouver, WA. Fort Vancouver Investment Management, LLC is a fee-only, SEC-registered advisory firm that provides discretionary investment management and retirement planning primarily to individual and high-net-worth clients. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified portfolios with ETFs and institutional no-load mutual funds, and incorporates tax-aware management and financial planning for clients engaged in investment management.
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