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Consolidated Financial Management

  •  Tel: 503-844-9146
  •  Toll Free: (800) 826-5163
  •  Fax: (503) 844-9137 | (800) 837-9221
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Consolidated Financial Management

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  3. Investment Management

Investment Management

Offered through LPL Financial

 

When we structure your portfolio, we can offer you a broad range of investments that are noteworthy.

Out-of-the-box portfolio design

With an eye to managing volatility, we combine a wide variety of asset classes into a custom portfolio that may include:

  • Fee-based accounts such as Strategic Asset Management & Model Wealth Portfolio funds
  • Variable annuities, if appropriate
  • “Out of the box” assets that may be of particular interest to a client, such as:
    • Real estate investments, including multifamily REITs and Business Development Company funds
    • Infrastructure stocks & Master Limited Partnerships

We pride ourselves on the innovative portfolio designs we develop for our clients. Contact us for a private consultation to discuss your investment interests.

*The above investments involve special risks and may not be suitable for all investors.

Services

  • Comprehensive Financial Planning
  • Financial Independence Analysis
  • Investment Management

Book a Complimentary Consultation

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.

1915 Northwest AmberGlen Parkway, Suite 150
Beaverton, Oregon 97006

  •  Tel: 503-844-9146
  •  Toll Free: (800) 826-5163
  •  Fax: (503) 844-9137 | (800) 837-9221
  •  cfm@cfmplanners.com
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