A complete list of active advisors currently associated with Fort Vancouver Investment Management, LLC

Warmer can help you find a great advisor at Fort Vancouver Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fort Vancouver Investment Management, 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.