Portland, OR Office

Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, selection and monitoring of investments, and consulting to individuals (including high‑net‑worth clients), trusts, estates, foundations, endowments, pension plans, charitable organizations, corporations and other advisers. The firm also offers access to private deals and pooled vehicles and acts as a sub‑advisor to certain private funds, in addition to managing client portfolios through independent managers and separately managed accounts.

The firm follows a top‑down process built around a documented Investment Policy Statement for each client, implementing a core (passive) and satellite (active) mix and emphasizing rebalancing, tax‑aware positioning, and net (after‑costs) return. Portfolios can include public and private equities, fixed income, real assets and alternatives; investment decisions are overseen by an internal investment committee using tools such as Bloomberg and Morningstar Direct and may include tactical allocation shifts within IPS‑defined ranges.

Maslow is notable among peer teams for its role as an investment sub‑advisor to pooled and insurance‑dedicated funds—such as the Maslow Income Bridge (MIB) Fund (structured as a feeder into private lending opportunities) and the Zilker series—and for including those fund positions in clients’ AUM rather than charging separate advisory fees. The firm’s brochure also discloses that it assists in marketing materials that can include past performance narratives, receives non‑cash support from providers like BlackRock and Vise, and recently documented solicitation/promoter arrangements in which third‑party promoters are paid a percentage of ongoing advisory fees.