Coordinated Lifetime Strategies

 

Client Profile
We provide investment advice to individuals and trusts.

Our clients are usually professionals, business owners, corporate executives or retirees and generally have at least one million dollars' worth of investable assets.

However, there is no "typical" client. When working with us, clients must be willing to be involved in the planning, implementation, and monitoring processes. It is our belief that this level of involvement helps our clients gain a sense of empowerment and security so that they are informed about their investments.

Although our clients are involved in the planning process, it need not be time consuming on an ongoing basis. We work with clients to plan how much time they want to devote to the process.



9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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