Exceptional Portfolio

Exceptional Portfolio is a Lake Oswego-based investment firm that offers socially responsible investing options to help clients align their investments with their values. With a team of experienced advisors and a focus on long-term growth, they provide customized portfolios that can weather market cycles and minimize tax liability through tax loss harvesting.

They offer a range of services, including portfolio management, 401k-403b rollover expertise, and a choice between passive and active portfolios. Their commitment to social responsibility extends to investing in companies dedicated to protecting the environment and promoting diversity and inclusion. With a user-friendly online client portal, Exceptional Portfolio aims to simplify the investment process and empower clients to build a bright future for themselves and their communities.

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