Timberline Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Timberline Investment Management provides discretionary investment management to individual and institutional clients, managing roughly $94.8 million across about 39 accounts. Services include tailored allocations across common stocks, mutual funds, ETFs and fixed income for taxable, retirement, trust, corporate retirement and nonprofit accounts, plus portfolio accounting, administrative assistance and quarterly portfolio reports.
The firm follows a long-term investment philosophy and offers a distinct Timberline Dividend & Growth strategy that emphasizes dividend-paying stocks as a core return and income component. Security selection for equities uses a documented four-point scoring process (valuation, earnings outlook, key fundamentals, and price momentum), and Timberline also employs investment-grade bonds, diversified funds and asset-allocation approaches as appropriate.
Compared with many independent advisors, Timberline discloses performance information — including predecessor performance references in its materials — and provides regular written reporting, practices that are less common among peers. The firm also accepts institutional engagements such as retirement plans, foundations and charitable organizations and serves as a subadvisor/model manager, and allows its personnel to invest alongside clients in the Timberline Dividend & Growth strategy.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
$250.00 per hour for consulting services not involving direct investment management. Fees are negotiable.
Account minimum: $500,000 Fee-only: Quarterly fees based on annual percentage rate applied to assets under management, charged in arrears. Fees are negotiable and may be waived.
Main office
West Linn OR
Advisors at this office
1
Most active in
Oregon · 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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