The Firm
We founded Deschutes Investment Advisors because we believe our clients should have access to the foremost investment management talent available and receive personal attention and care from a group of seasoned professionals.Our mission is to create ongoing successful investment and retirement experiences for employers, employees and individuals. We are an independent firm, free of conflicts of interest with no affiliations to any other financial institution or products. Deschutes professionals are dedicated to helping you develop and achieve your financial objectives, whether for your company retirement plan, your foundation’s endowment or your personal financial plan.
Because each client is unique, our consultants will create a strategic plan and service model specific to your needs. This becomes the ‘roadmap’ to your success. The hallmarks of Deschutes’ value and benefit to clients are experience, competence, independence, superior client service, innovation and trust. We offer our clients perspective and advice gained from years of experience to help them achieve their goals.
Deschutes Investment Advisors is a full disclosure company; all clients can expect complete transparency of fees at all times.
About our Name
Our identity honors the Deschutes River, one of the West's most remarkable waterways.
A popular river for fishing, rafting and other sports, the Deschutes has a great deal to offer to those willing to assume the risks in its many turns and falls.
The river is a reminder to us of the importance of careful preparation, skill, patience and, when necessary, consultation with experts, in the pursuit of reward.
Deschutes not only reflects the spirit of our Pacific Northwest home, but serves as a representation of the path we take with clients as we skillfully move forward through familiar, yet always challenging and potentially volatile markets with skill, ability and care
"It is not so much where we stand,
as in what direction we are moving.”
– Oliver Wendell Holmes
as in what direction we are moving.”
– Oliver Wendell Holmes