Deschutes Investment Advisors, Inc. is a large advisory firm based in Portland. It manages $915 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, Utah, and Washington.
Deschutes Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Deschutes Investment Advisors, Inc. is $915 million. The firm's AUM has grown by 161% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Deschutes Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bryn Heyser Torkelson has been acting as President since 1 Mar 1997. Macgregor Bruce Hall joined the executive team most recently as the Vice President.
The principal office where Deschutes Investment Advisors, Inc. performs its advisory services is located at 1211 Sw 5 Th Avenue, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-223-2500 or by fax 503-223-8938. The normal business hours are 7:30am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.deschutesadvisors.com.