Investment management in Oregon is the professional management of assets such as equities, income securities, real estate and derivative products. Investment firms in Oregon are customers who represent the "buy side" of investments while investment bankers who represent the "sell side."

Wealth management firms in Oregon fall into categories according to the type of asset managed by the investment firms. Oregon companies may dedicate themselves to a specific client base while others serve all client types, including businesses that have assets to invest.

It is critical that you understand the three basic types of investments when evaluating Oregon investment firms:

1. Hedge funds receive contributions from members of a private partnership and an investment management agency in Oregon typically use these to invest in public securities or a financial derivative. They may use a wide variety of strategies for making a profit.

2. Oregon investment firms use mutual funds for individual investors that typically do not have a high net worth. The firm combines the individual contributions to create a single investment.

3. Pensions, endowments and foundations for non-profit organizations form the basis for institutional funds. They use a more conservative investment strategy than mutual funds.

Action Steps
The best contacts and resources to help you get it done

Select an investment agency in Oregon for long-term results

A highly diversified portfolio will minimize the risk, according to most investment firms. Oregon investment managers will pick stocks that have a high earnings potential and a value that is not reflected in their current prices.

I recommend: Complete the form at Alliance Bernstein and select retirement planning as the primary topic of interest to have the nearest agent contact you. Use Prudential for a variety investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website.

Use investment management in Oregon for wealthy investors

Affluent clients tend to benefit the most from a unique investment plan based on diversified holdings through investment management firms. Investment managers will partner with clients and their financial advisers to increase each client's wealth over the long-term.

I recommend: Smith Barney accepts venture capital from wealthy investors and allows you to specify your state and the amount of money you have to invest on its website. Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with a search form on its website.

Select local Oregon investment services to put your money to work in your community

Local investment firms are best able to design a portfolio that contains equities and bonds that support local businesses. That local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: Tygh Capital Management is an independent investment firm in Portland that specializes in investing for institutions. Larry Cogdell, a certified financial planner, is in Medford and provides financial planning, estate planning and retirement planning.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Evaluate an investment management firm according to the performance of the funds that it manages. Evaluate the performance of funds by comparing them against standard indices and peer groups over the same time period. Clients of Oregon investment management firms should assess fund performance over at least 3 years to ignore the influence of short term fluctuations and the business cycle.
• •  It is important to assess long-term investments by the assets they represent. Oregon investment management firms will usually advise that equities generate higher returns than bonds in most countries, and bonds are more profitable than cash. This is because equities have a higher risk than bonds, which are more volatile than cash.