Finding the right investment firm to manage your portfolio can be a daunting task, especially in a city like Portland, Oregon with so many options to choose from. In this article, we will provide a comprehensive review of some of the top rated and most reputable investment firms in Portland to help investors make an informed decision.
With its business-friendly environment and concentration of wealth, Portland has become a hub for investment firms over the past decade. However, not all firms are created equal when it comes to portfolio management, financial planning, client services and investment performance. By looking at factors such as fee structure, minimum account requirements, areas of expertise and client satisfaction, we aim to highlight the best of the best in the Rose City.
Fisher Investments – A Leading Investment Firm in Portland with Specialty in Retirement Planning
Located in the heart of downtown Portland, Fisher Investments is consistently ranked among the top investment firms in the city. Fisher Investments has over $160 billion in assets under management and specializes in retirement planning and wealth management for high net worth individuals. The firm takes a top-down, macro-focused approach to investing, with expertise across all major asset classes including equities, fixed income and alternatives. Fisher Investments charges a tiered fee schedule ranging from 1.0% – 1.5% depending on account size and has a $50,000 minimum, typical for larger firms. The firm receives overwhelmingly positive reviews for its retirement planning expertise and high level of personalized services.
Ferguson Wellman – A Leader in Socially Responsible Investing
Founded in 1984, Ferguson Wellman Capital Management is a Portland-based RIA recognized as a pioneer in socially responsible investing. The firm manages over $5.5 billion in AUM with a focus on sustainable, ESG-integrated portfolio strategies. Ferguson Wellman’s fee schedule ranges from 0.50% – 1.00% depending on account size, with a $1 million minimum investment. The firm stands out for its rigorous screening process and strict exclusion lists, ensuring portfolios align closely with client values. Ferguson Wellman also offers comprehensive wealth planning services including tax, estate and charitable giving strategies. The firm is employee-owned and gets strong reviews for its sustainable investment approach and top-notch client service.
Miracle Mile Advisors – A Boutique Firm Specializing in Women Investors
Founded in 2011, Miracle Mile Advisors is a Portland-based boutique RIA catering specifically to women investors and entrepreneurs. The firm manages $700 million in AUM, providing holistic wealth management spanning investments, tax, estate planning, philanthropy and business consulting services. Miracle Mile Advisors embraces a goals-based investing approach focused on aligning portfolios with each client’s specific needs and interests. The firm charges a flat 1.00% fee and requires a $1 million minimum investment. Miracle Mile gets rave reviews for its niche expertise with women investors and its comprehensive financial planning services.
NWQ Investment Management – A Multi-Boutique Firm Offering Niche Strategies
NWQ Investment Management operates as a multi-boutique investment firm with offices in Portland and Los Angeles. The firm oversees $11 billion in AUM across a range of equity, fixed income and alternative strategies. NWQ combines the resources and stability of a large firm with the flexibility of specialized boutique teams. The firm is known for its value-oriented equity strategies as well as niche offerings like convertible bonds. NWQ’s fee schedule ranges from 0.50% – 1.00% based on account size and strategy. The firm requires a $10 million minimum investment, typical for an institutional asset manager. NWQ garners positive reviews for its niche investment capabilities and institutional-caliber resources.
Portland offers a wide array of investment firms to evaluate for your portfolio management needs. Leading firms like Fisher Investments, Ferguson Wellman, Miracle Mile Advisors and NWQ Investment Management stand out for their specialized areas of expertise, comprehensive wealth planning capabilities and stellar reputations.