Saturday, 25 May 2013
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  • Knowledge Depending on the industry and employee demographic, encouraging retirement plan participation can be difficult. Providing personal attention can make a tremendous difference in plan enrollment. Our goal is to provide the knowledge that enables individuals to start saving for a successful retirement with confidence. -Dan Sholian, Senior ConsultantThe Deschutes Advantage
  • Experience Since the day we opened the doors to Deschutes in 1997, we have maintained that our experience, sensitivity to client needs, and honest communication are the cornerstone for creating successful client relationships. Those tools have served us well. -Bryn Torkelson, PresidentAbout Us | IRA Rollover
  • Independence Being independent means we are free from the investment selection biases plaguing many larger firms. As a fee-based advisor, when you ask us for our opinion, it’s given with your sole best interest in mind. -Eric Boughton, CFAIndividual Investors | Institutional Investors
  • Guidance Providing help and education to 401(k) participants is such a gratifying part of my job. The personal advice and attention they receive from Deschutes is always appreciated and makes a tremendous difference in plan enrollment.-Amanda Harvey, CFP, Operations ManagerOur 401(k) Program

About Deschutes

Our mission is to create ongoing successful investment and retirement experiences for employers, employees, and individuals. We are an independent firm, free of conflicts of interest, with no affiliations to any other financial institutions. Our dedication is to help you develop and achieve your financial objectives; whether for your company’s retirement plan, your foundation’s endowment, or your personal assets.

About Us | Our Team

IRA Rollover

Changing jobs or finally reaching retirement can be exciting and overwhelming at the same time. Deciding what to do with your retirement account is one of the most important financial decisions you'll make, and our advisors at Deschutes are here to guide you through your options.

More info – IRA Rollover

 

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DESCHUTES PORTFOLIO STRATEGIES

4949 Meadows Road

Suite 200

Lake Oswego, OR 97035