Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm. Presently, Deschutes manages nearly $2 billion in of assets for over 200 corporate and individual clients. Our corporate clients are typically regional and Northwest-based companies that put a high value on employee benefits. Our unique approach to 401(k) plan management and education makes us an ideal fit for medium sized companies where we can truly add value to the work of your internal financial management and benefits team. Our areas of specialty include architecture firms, manufacturing, medical, and professional services firms. Companies benefit from our holistic approach to helping them manage their retirement plan programs. Our proprietary consulting process will aid in establishing industry best practices in key areas of fiduciary oversight, plan investments, custodial platform utilization, employee education, personalized advice, and management of overall plan costs. Our individual clients range from the owners and executives of our corporate clients, to families looking for a full service wealth management office, to young professionals looking for their first financial planner. Our wealth management team utilizes the latest tools and technology to provide comprehensive financial planning, investment management, insurance, and tax and estate planning strategies. Please visit our website at www.deschutesinvestment.com. We welcome your call.
View Top Employees from Deschutes Investment ConsultingWebsite | http://www.deschutesinvestment.com |
Revenue | $2 million |
Funding | $150000 |
Employees | 14 (14 on RocketReach) |
Founded | 1997 |
Address | 200 SW Market St, Portland, Oregon 97201, US |
Phone | (503) 224-3700 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 16 Million |
Keywords | Deschutes Investments |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Deschutes Investment Consulting employee's phone or email?
The Deschutes Investment Consulting annual revenue was $2 million in 2024.
Chelsie Andrews is the COO of Deschutes Investment Consulting.
14 people are employed at Deschutes Investment Consulting.
Deschutes Investment Consulting is based in Portland, Oregon.
The NAICS codes for Deschutes Investment Consulting are [5239, 523, 52393, 52].
The SIC codes for Deschutes Investment Consulting are [62, 628].