Portland At-A-Glance
650 NE Holladay St., Suite 1600
Portland, OR 97232
Phone: (503) 841-5255
Focus: Institutional Retirement
Portland, OR
Thank you for your interest in our services. We’re in the business of results. The organizations and institutions that entrust us with their success will find no stronger advocate on their behalf. Delivering best-in-class solutions backed by customized and consultative support is what we do every day. It’s a commitment we take seriously. Because that’s what our clients deserve. We would love to discuss how we can assist you in attaining your goals.
Jake O'Shaughnessy, CFA
Managing Director, Retirement Plan Consulting
Luka Arnerich, CAIA
Managing Director, Retirement Plan Consulting
Stuart Payment, CFA®
Vice President, Investment Consulting