The Deschutes Advantage
The Deschutes consulting advantage is our ability to provide clients with optimal solutions to their unique retirement plan needs. We have proven solutions, not off the shelf products, that meet our clients’ objectives. We keep our firm focused on a retirement plan consulting and fiduciary advice for an intentionally limited number of clients. Our highly trained professional consultants are matched to each client for optimum service and care. Deschutes Investment Advisors is a firm for clients seeking the finest in retirement plan management, fiduciary consulting and participant service.What we believe:
Our clients don't have to ‘settle’ for an average retirement plan approach or provider.
- All our clients deserve the best in services and costs structures.
- All participants are important and therefore deserve one-on-one, in-person access to their 401K retirement advisor
- All costs should be disclosed and easy to understand; fee transparency is our standand
- Plan sponsors are best served by 100% objective advisors
- No one investment approach is suited to all clients
- Experienced fiduciary consulting protects and simplifies Trustees tasks
- The only revenue source for the advisor should be the client
- Participants are most successful when investment decisions are simplified
“Don’t simply retire from something; have something to retire to”
