Sirius Ventures

Orca Investment Management LLC is a registered investment advisory firm based in Lake Oswego, Oregon. With a team of experienced professionals boasting a combined 140 years of industry expertise, Orca Investment Management aims to provide straightforward investment solutions to individual investors. Their investment approach focuses on stable, long-term returns through a portfolio consisting of individual stocks, bonds, mutual funds, and ETFs. By offering value-added services and personalized attention, Orca Investment Management strives to meet the unique financial needs of their clients. Founded in 2003 by Shawn Willard, Orca Investment Management has grown from a small firm with a handful of clients to a well-established company with two offices and a team of over six investment professionals. The firm's commitment to understanding each client's unique situation is evident in their two-part process, which includes an initial discovery meeting to assess needs and risk tolerance, followed by a thorough review of the client's current portfolio. With a focus on client satisfaction and a dedication to simplifying portfolio management, Orca Investment Management is dedicated to helping clients achieve their investment goals.Generated from the website

Oaks Landing Investment Group is a financial services firm based in Portland, Oregon. Specializing in investment management and financial planning, the company offers a range of services to help clients achieve their financial goals. With a focus on personalized guidance and strategic advice, Oaks Landing Investment Group works closely with individuals and businesses to develop tailored financial solutions. Committed to transparency and integrity, the firm strives to provide sound financial advice for long-term success. Generated from their business information

Buckingham Strategic Wealth, formerly Confluence Wealth Management, believes your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term financial plan. Our Portland financial advisors are fiduciary, so our clients can be confident that we provide objective, long-term financial advice. Our wealth management firm's network of financial planning and investment specialists serves to ensure the investment strategies we use to meet every intricacy of our client's financial lives. We also collaborate with other key professionals, such as attorneys and CPAs, and work as a team to provide the best possible wealth management strategy. Call our fee-only financial planners in Portland, Oregon, today!