A complete list of active advisors currently associated with Laurelhurst Asset Management LLC
Warmer can help you find a great advisor at Laurelhurst Asset Management LLC or one who fits your needs even better.
Laurelhurst Asset Management is a state-registered, single-advisor independent firm that provides discretionary investment management to individuals, families, trusts and small businesses, and—uncommonly for firms in this category—also works with charitable organizations. Services described in the brochure include custom portfolio construction, separate managed accounts, retirement advice (including rollovers), and ongoing discretionary trading authority. The firm’s investment process combines quantitative screening with fundamental security analysis and emphasizes higher-quality, growth-oriented companies with an intended multi-year holding period. It manages a proprietary US Equity Growth Strategy model portfolio (typically 50–100 holdings, largest positions under 5%, sector weights within ±10% of the S&P 500 and aggregate beta below 1.5) and may use covered calls, protective puts, or limited short positions primarily for hedging and return enhancement. What is distinctive is the firm’s scale and focus: roughly $118.1 million in discretionary AUM across about 28 client relationships, which the brochure indicates supports highly customized account guidelines rather than participation in wrap programs or third-party manager platforms. The firm is led by a principal with substantial prior institutional and private-wealth management experience and retains sole supervision and compliance oversight internally, which the brochure notes in its governance and Code of Ethics disclosures.
To learn more about the advisors currently working at Laurelhurst Asset 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.
Name |
Location |
Years of experience |
|---|---|---|
Portland, OR
| 5
|
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