Top 50 Investment Management Companies in Portland

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Below is the list of Top 50 Investment Management Companies in Portland ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Portland

1. Campbell Global

Industry: Investment Management

Location: Portland, Oregon

Website: campbellglobal.com

Company Founded: 1981

Company Size: 201-500

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Campbell Global Contact Details

Name Title LinkedIn Phone Email
Ian Aguilar Chief Technology Officer
Mike Phelps Director Of Us Timberland Transactions
Rhonda Stephens Director Of Human Resources
Andy Hoyt Director Of Finance And Strategy
Steven King Director Of Global Business Strategy At The Campbell Group, Llc
Daniel Horowitz Executive Assistant
Alex Lau Controller
Requires/Intent and 49 more Employees
AI Chatbots
Market Research
Accounting
Web Development
IPO Advisory
and more

2. Hood River Capital Management Llc

Industry: Investment Management

Location: Portland, Oregon

Website: hoodrivercapital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Hood River Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Brad Carpenter Director Of Sales
Bret Hokkanen Director Of Sales
Requires/Intent
ERP Solutions
Digital Marketing
Automation
SEO
and more

3. Rvk, Inc.

Industry: Investment Management

Location: Portland, Oregon

Website: rvkinc.com

Company Founded: 1985

Company Size: 51-200

Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States

Rvk, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthias Bauer Principal And Senior Investment Consultant
Eryn Bacewich Associate Consultant
Cole Bixenman Consultant
Spencer Hunter Senior Consultant
Remington Ju Investment Analyst
Alexander Spencer Senior Manager Research Analyst
Amy Hsiang Head Of Fixed Income And Alternative Credit Research
Requires/Intent and 34 more Employees
High-Frequency Trading Solutions
Cybersecurity Solutions
AI
Legal
and more

4. Investechs

Industry: Investment Management

Location: Portland, Oregon

Website: investechs.com

Company Founded: 2013

Company Size: 1-10

Investechs Contact Details

Name Title LinkedIn Phone Email
Kevin Bull Co Founder And Business Development
Esteban Vollenweider Co-founder, Vice President Of Technology
Esteban Vollenweider Technology
Requires/Intent
E-commerce Integration
Sales
Market Research
Automation
Cloud Hosting
and more

5. Ferguson Wellman Capital Management

Industry: Investment Management

Location: Portland, Oregon

Website: fergusonwellman.com

Company Founded: 1975

Company Size: 11-50

Company Address: 888 Southwest Fifth Avenue, Portland, Oregon, United States

Ferguson Wellman Capital Management Contact Details

Name Title LinkedIn Phone Email
Steve Holwerda Managing Director
Tara Kinateder Executive Vice President
Samantha Pahlow Senior Vice President And Portfolio Manager
Ralph Cole Executive Vice President Of Research
Peter Jones Vice President | Research
Marc Fovinci Principal | Fixed Income Strategy And Portfolio Management
Alex Harding Trading Associate
Requires/Intent and 8 more Employees
Investor Relations & Reporting
Software Development
Smart Contracts For Investment
SEO
and more

6. Vista Capital Partners

Industry: Investment Management

Location: Portland, Oregon

Website: vistacp.com

Company Founded: 2001

Company Size: 11-50

Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States

Vista Capital Partners Contact Details

Name Title LinkedIn Phone Email
Emily Sheldon Client Service Administrator
Cfpâ Jon Gannon Portfolio Manager
Tana Thomson Chief People Officer
Erika Farleigh Client Service Administrator
Katelyn Schwartz Client Service Administrator
Doug Johanson Chief Executive Officer
Patrick Yazhari Advisor
Requires/Intent and 4 more Employees
Global Market Trend Analysis
ESG Investing & Impact Analysis
Sales
Compliance & Risk Management
CRM Systems
and more

7. Agriculture Capital

Industry: Investment Management

Location: Portland, Oregon

Website: agriculturecapital.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1331 Northwest Lovejoy Street, Portland, Oregon, United States

Agriculture Capital Contact Details

Name Title LinkedIn Phone Email
J Tyson Davies Pnw Operations Manager
Brooke Randall Co-founder And Principal
Katherine Hart Chief Compliance Officer
Kelley Wesson Senior Administrative Assistant
Michael Grover Accounts Payable And Payroll Specialist
Thomas Avinelis Chief Executive Officer
Requires/Intent
Technology
Investor Relations & Reporting
and more

8. Iron Bridge Lending

Industry: Investment Management

Location: Portland, Oregon

Website: ironbridgelending.com

Company Founded: 2009

Company Size: 11-50

Iron Bridge Lending Contact Details

Name Title LinkedIn Phone Email
Matthew Mcgoldrick Business Development And Investor Relations
Richard Kaimie Senior Analyst
Gerard Stascausky Managing Director
Joel Moreno Senior Analyst
Stanca Oltean Senior Analyst
Jennifer Muhs Analyst And Loan Processor
Requires/Intent
Private Wealth Management
High-Frequency Trading Solutions
Tax Optimization For Investments
Web Development
and more

9. Morley Capital Management

Industry: Investment Management

Location: Portland, Oregon

Website: morley.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1300 Southwest Fifth Avenue, Portland, Oregon, United States

Morley Capital Management Contact Details

Name Title LinkedIn Phone Email
Brett Okamoto Relationship Manager
Jason Swokins Portfolio Management Assistant
Jason Jenkins Portfolio Management Assistant
Bill Gardner Director
Yolanda Reyes Client Service Advisor
Lynall Gee Investment Operations Manager
Jordan Reynolds Quantitative Analyst
Requires/Intent and 3 more Employees
High-Frequency Trading Solutions
Financial Management
and more

10. Vision Capital Management, Inc.

Industry: Investment Management

Location: Portland, Oregon

Website: vcmi.net

Company Founded: 1999

Company Size: 11-50

Company Address: 1 Southwest Columbia, Portland, Oregon, United States

Vision Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Suzanne Mcgrath President
John Labarca Director Of Investments
Chris Sizemore Client Relationship Manager
Katie Cummings Client Service And Operations Associate
Requires/Intent
Advertising
Business Expansion
High-Frequency Trading Solutions
Legal
and more

11. Village Family Capital

Industry: Investment Management

Location: Portland, Oregon

Website: villagefamilycapital.com

Company Founded: 2014

Company Size: 1-10

Village Family Capital Contact Details

Name Title LinkedIn Phone Email
Sean Edwards Partner
Jake Kindrachuk Partner
Mary Hart Village Organizational Officer
Requires/Intent
Automation
Smart Contracts For Investment
High-Frequency Trading Solutions
E-commerce Integration
and more

12. Endeavour Capital

Industry: Investment Management

Location: Portland, Oregon

Website: endeavourcapital.com

Company Founded: 1991

Company Size: 11-50

Endeavour Capital Contact Details

Name Title LinkedIn Phone Email
Taylor Gentry Private Equity Senior Associate
Bridgette Cunningham Executive Assistant
Debbie Shannon Executive Assistant
Pam Erickson Executive Assistant
D Mark Dorman Managing Director
John Schlegell Managing Partner
Requires/Intent
IT Support
Data Security
and more

13. Becker Capital Management

Industry: Investment Management

Location: Portland, Oregon

Website: beckercap.com

Company Founded: 1976

Company Size: 11-50

Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States

Becker Capital Management Contact Details

Name Title LinkedIn Phone Email
Meaghan Bradley Marketing Coordinator
Tyler Kaluza Portfolio Manager
Sharon Gueck Portfolio Manager And Financial Planner
Manisha Thakkar Client Service Associate, Cfa
Requires/Intent
Predictive Analytics
Automation
Branding
IT Support
and more

14. Sellwood Consulting Llc

Industry: Investment Management

Location: Portland, Oregon

Website: sellwoodconsulting.com

Company Founded: 2012

Company Size: 1-10

Company Address: 6650 Southwest Redwood Lane, Portland, Oregon, United States

Sellwood Consulting Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Harvey Consultant, Principal
Kevin Raymond Consultant, Principal
Requires/Intent
Institutional Asset Management
Sales
Branding
and more

15. Quest Investment Management, Llc

Industry: Investment Management

Location: Portland, Oregon

Company Founded: 1985

Company Size: 11-50

Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States

Quest Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Douglas Goebel Co-chief Investment Officer
Doug Goebel Principal And Senior Vice President, Portfolio Manager
Joann Phillips Administrative Assistant
Patrick Worley Senior Vice President
Doug Goebel Senior Vice President, Smid Cap Portfolio Manager
Requires/Intent
Global Market Trend Analysis
ERP Solutions
and more

16. Nw Life Funds, L.p.

Industry: Investment Management

Location: Portland, Oregon

Website: nwlifefunds.com

Company Founded: 2013

Company Size: 1-10

Company Address: P/o Box 10404, Portland, Oregon, United States

Nw Life Funds, L.p. Contact Details

Name Title LinkedIn Phone Email
Jackson Meyer Business Development
Requires/Intent
Risk Management & Compliance
Sales
E-commerce Integration
Financial Due Diligence
Advertising
and more

17. Redwood Real Estate Administration

Industry: Investment Management

Location: Portland, Oregon

Website: redwoodrea.com

Company Founded: 2017

Company Size: 11-50

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Redwood Real Estate Administration Contact Details

Name Title LinkedIn Phone Email
Erica England Chief Accounting Officer
Matthew Henley Fund Accountant
George Eberly Accounting Manager
Nathan Cox Fund Accountant
Requires/Intent
Robo-Advisors & AI Trading
Public Relations
High-Frequency Trading Solutions
Predictive Analytics
and more

18. Ims Capital Management, Inc.

Industry: Investment Management

Location: Portland, Oregon

Company Founded: 1988

Company Size: 11-50

Company Address: 8995 Southeast Otty Road, Portland, Oregon, United States

Ims Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Laurie Fowlkes Marketing And Client Services
Adam Gladstone Director Of Operations And Technology And Trading
Daniel Belica Managing Director, Investment Advisory Services
Asmita Singh Customer Service Operations Manager
Requires/Intent
Technology
AI-Powered Financial Forecasting
Global Market Trend Analysis
and more

19. Cordant Wealth Partners

Industry: Investment Management

Location: Portland, Oregon

Website: cordantwealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 1211 Southwest Fifth Avenue, Portland, Oregon, United States

Cordant Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Scott Malbasa Advisor
Dan Shramek Financial Planning Analyst
Brenda Mccombs Chief Creative Officer
Requires/Intent
IPO Advisory
AI-Powered Financial Forecasting
CRM Systems
and more

20. Eb5 Global

Industry: Investment Management

Location: Portland, Oregon

Website: eb5g.com

Company Size: 1-10

Company Address: 1308 Northwest Everett Street, Portland, Oregon, United States

Eb5 Global Contact Details

Name Title LinkedIn Phone Email
Matthew Brown Partner
Requires/Intent
SEO
Cloud Solutions
and more

21. Irvington Capital

Industry: Investment Management

Location: Portland, Oregon

Website: irvingtoncapital.com

Company Founded: 2008

Company Size: 1-10

Company Address: 707 Southwest Washington Street, Portland, Oregon, United States

Irvington Capital Contact Details

Name Title LinkedIn Phone Email
Lyndee Hurst Intern
Kelli Bagby Operations Manager
Janet Elfers Chief Financial Officer
Requires/Intent
AI Chatbots
Business Expansion
Cloud Hosting
and more

22. Cairn Investment Group

Industry: Investment Management

Location: Portland, Oregon

Website: cairninvestment.com

Company Founded: 2007

Company Size: 1-10

Company Address: 121 Southwest Morrison, Portland, Oregon, United States

Cairn Investment Group Contact Details

Name Title LinkedIn Phone Email
Jim Parr Owner
Requires/Intent
Compliance & Risk Management
Automation
and more

23. Moolah Financial Corporation

Industry: Investment Management

Location: Portland, Oregon

Website: moolahfinancial.io

Company Founded: 2018

Company Size: 1-10

Company Address: 5025 North Harvard Street, Portland, Oregon, United States

Moolah Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Brandon Wester Founder
Requires/Intent
Advertising
Technology
Financial Due Diligence
Private Wealth Management
AI Chatbots
and more

24. Cedar Mountain Advisors, Llc.

Industry: Investment Management

Location: Portland, Oregon

Website: cmapdx.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1750 Southwest Harbor Way, Portland, Oregon, United States

Cedar Mountain Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Rick Rogers Senior Wealth Management Advisor
Mary Beaudoin Registered Office Assistant
Steve Lewis Advisor
Lily Robertson Client Service Specialist
Requires/Intent
Web Development
FinTech Solutions For Investment Firms
Tax Optimization For Investments
Advertising
and more

25. Skyline Financial Northwest

Industry: Investment Management

Location: Portland, Oregon

Website: skylinefinancialnw.com

Company Size: 1-10

Company Address: 2121 Southwest Broadway, Portland, Oregon, United States

Skyline Financial Northwest Contact Details

Name Title LinkedIn Phone Email
Stephanie Kunkle Manager Of Client Relationships
Aaron Hillman Financial Advisor
Requires/Intent
Cloud Hosting
IPO Advisory
ESG Investing & Impact Analysis
and more

26. Pure Portfolios

Industry: Investment Management

Location: Portland, Oregon

Website: pureportfolios.com

Company Founded: 2016

Company Size: 1-10

Pure Portfolios Contact Details

Name Title LinkedIn Phone Email
Nik Schuurmans Founder
Requires/Intent
ERP Solutions
Sales
Market Research
SEO
Global Market Trend Analysis
and more

27. Raaf Investment Advisors

Industry: Investment Management

Location: Portland, Oregon

Website: raafinvest.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2165 Southwest Main Street, Portland, Oregon, United States

Raaf Investment Advisors Contact Details

Name Title LinkedIn Phone Email
John Raaf Owner
Requires/Intent
M&A Advisory
AI-Based Credit Risk Assessment
and more

28. Counterpoint Capital Advisers, Llc

Industry: Investment Management

Location: Portland, Oregon

Website: counterpointca.com

Company Founded: 2012

Company Size: 1-10

Counterpoint Capital Advisers, Llc Contact Details

Name Title LinkedIn Phone Email
Jeff Kuest Quantatative Portfolio Manager
Requires/Intent
Branding
Portfolio Management Solutions
Compliance & Risk Management
and more

29. Pacific Capital Works

Industry: Investment Management

Location: Portland, Oregon

Website: pacificcapitalworks.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1155 Southwest Morrison Street, Portland, Oregon, United States

Pacific Capital Works Contact Details

Name Title LinkedIn Phone Email
Todd Brundage President
Requires/Intent
Digital Marketing
AI-Based Credit Risk Assessment
Sales
Web Development
Cloud Hosting
and more

30. Washington Park Advisors

Industry: Investment Management

Location: Portland, Oregon

Website: waparkadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 720 Southwest Washington Street, Portland, Oregon, United States

Washington Park Advisors Contact Details

Name Title LinkedIn Phone Email
Paul Wittman Managing Director
Matt Schaefer Director
Requires/Intent
AI-Powered Financial Forecasting
Automation
M&A Advisory
and more

31. Double E Northwest

Industry: Investment Management

Location: Portland, Oregon

Website: wildernewport.com

Company Founded: 1994

Company Size: 1-10

Company Address: 2712 Southeast 20th Avenue, Portland, Oregon, United States

Double E Northwest Contact Details

Name Title LinkedIn Phone Email
Liane Brakke-pound Vice President
Jay Robinson On-site Manager
Requires/Intent
Cybersecurity Solutions
Institutional Asset Management
and more

32. Midway Llc

Industry: Investment Management

Location: Portland, Oregon

Company Size: 1-10

Company Address: 6600 North Baltimore Avenue, Portland, Oregon, United States

Midway Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Feague Photographer And Videographer
Requires/Intent
Robo-Advisors & AI Trading
Institutional Asset Management
and more

33. Wintergreen Financial Group | Portland, Maine

Industry: Investment Management

Location: Portland, Oregon

Website: wintergreenfinancialgroup.com

Company Founded: 1995

Company Size: 1-10

Company Address: 14 Sewall Street, Portland, Oregon, United States

Wintergreen Financial Group | Portland, Maine Contact Details

Name Title LinkedIn Phone Email
Karen Winslow Owner
Diane Bonney Teacher
Requires/Intent
Institutional Asset Management
Accounting
AI-Powered Financial Forecasting
Market Research
and more

34. Peregrine Asset Advisers

Industry: Investment Management

Location: Portland, Oregon

Website: peregrineaa.com

Company Founded: 2001

Company Size: 1-10

Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States

Peregrine Asset Advisers Contact Details

Name Title LinkedIn Phone Email
Steven Binns Investment Advisor
Requires/Intent
Financial Due Diligence
Accounting
Web Development
and more

35. Strategic Group Nw

Industry: Investment Management

Location: Portland, Oregon

Website: strategicgroupnw.com

Company Size: 1-10

Strategic Group Nw Contact Details

Name Title LinkedIn Phone Email
Ggh Lisa Silvey Chief Operations Officer | Director Of Impact
Requires/Intent
Public Relations
Web Development
Financial Due Diligence
Financial Management
Tax Optimization For Investments
and more

36. American United Eb-5 Regional Center

Industry: Investment Management

Location: Portland, Oregon

Website: audgus.com

Company Founded: 2011

Company Size: 1-10

Company Address: 10300 Southwest Greenburg Road, Portland, Oregon, United States

American United Eb-5 Regional Center Contact Details

Name Title LinkedIn Phone Email
Bryan Cavaness Director Of Legal Affairs And Regulatory Compliance
Requires/Intent
Accounting
AI
High-Frequency Trading Solutions
and more

37. Sigma Investment Management Company

Industry: Investment Management

Location: Portland, Oregon

Website: sigmainvestment.com

Company Founded: 1992

Company Size: 11-50

Sigma Investment Management Company Contact Details

Name Title LinkedIn Phone Email
Serena Stuttler Administrative Assistant
Requires/Intent
Cloud Hosting
Global Market Trend Analysis
and more

38. Common Sense Investment Management

Industry: Investment Management

Location: Portland, Oregon

Website: fort-rock.com

Company Founded: 1991

Company Size: 1-10

Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States

Common Sense Investment Management Contact Details

Name Title LinkedIn Phone Email
Tionna Foglio Legal And Operational Due Diligence Associate
Andy Lindborg A And P Mechanic
Requires/Intent
High-Frequency Trading Solutions
Web Development
Data Security
M&A Advisory
and more

39. Pension Consulting Alliance, Llc

Industry: Investment Management

Location: Portland, Oregon

Website: pensionconsulting.com

Company Founded: 1988

Company Size: 11-50

Pension Consulting Alliance, Llc Contact Details

Name Title LinkedIn Phone Email
Kristen Stuit Analyst
Requires/Intent
Cloud Solutions
AI
Tax Optimization For Investments
Investor Relations & Reporting
and more

40. Iron Bridge Mortgage Fund Llc

Industry: Investment Management

Location: Portland, Oregon

Company Size: 1-10

Iron Bridge Mortgage Fund Llc Contact Details

Name Title LinkedIn Phone Email
Rachel Anderson Administrative Assistant
Requires/Intent
IPO Advisory
Institutional Asset Management
Public Relations
and more

41. No Bonz About It

Industry: Investment Management

Location: Portland, Oregon

Website: nobonz.com

Company Size: 1-10

Company Address: 3351 Northeast Sandy Boulevard, Portland, Oregon, United States

No Bonz About It Contact Details

Name Title LinkedIn Phone Email
Eva Mccarroll Dog Daycare Attendant
Rae Davis Doggie Daycare Attendant
Requires/Intent
Private Wealth Management
High-Frequency Trading Solutions
Advertising
ESG Investing & Impact Analysis
and more
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Portland Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ian Aguilar Campbell Global Chief Technology Officer
2 Mike Phelps Campbell Global Director Of Us Timberland Transactions
3 Rhonda Stephens Campbell Global Director Of Human Resources
4 Andy Hoyt Campbell Global Director Of Finance And Strategy
5 Steven King Campbell Global Director Of Global Business Strategy At The Campbell Group, Llc
6 Daniel Horowitz Campbell Global Executive Assistant
7 Alex Lau Campbell Global Controller
8 Brad Carpenter Hood River Capital Management Llc Director Of Sales
9 Bret Hokkanen Hood River Capital Management Llc Director Of Sales
10 Matthias Bauer Rvk, Inc. Principal And Senior Investment Consultant
11 Eryn Bacewich Rvk, Inc. Associate Consultant
12 Cole Bixenman Rvk, Inc. Consultant
13 Spencer Hunter Rvk, Inc. Senior Consultant
14 Remington Ju Rvk, Inc. Investment Analyst
15 Alexander Spencer Rvk, Inc. Senior Manager Research Analyst
16 Amy Hsiang Rvk, Inc. Head Of Fixed Income And Alternative Credit Research
17 Kevin Bull Investechs Co Founder And Business Development
18 Esteban Vollenweider Investechs Co-founder, Vice President Of Technology
19 Esteban Vollenweider Investechs Technology
20 Steve Holwerda Ferguson Wellman Capital Management Managing Director
21 Tara Kinateder Ferguson Wellman Capital Management Executive Vice President
22 Samantha Pahlow Ferguson Wellman Capital Management Senior Vice President And Portfolio Manager
23 Ralph Cole Ferguson Wellman Capital Management Executive Vice President Of Research
24 Peter Jones Ferguson Wellman Capital Management Vice President | Research
25 Marc Fovinci Ferguson Wellman Capital Management Principal | Fixed Income Strategy And Portfolio Management
26 Alex Harding Ferguson Wellman Capital Management Trading Associate
27 Emily Sheldon Vista Capital Partners Client Service Administrator
28 Cfpâ Jon Gannon Vista Capital Partners Portfolio Manager
29 Tana Thomson Vista Capital Partners Chief People Officer
30 Erika Farleigh Vista Capital Partners Client Service Administrator
31 Katelyn Schwartz Vista Capital Partners Client Service Administrator
32 Doug Johanson Vista Capital Partners Chief Executive Officer
33 Patrick Yazhari Vista Capital Partners Advisor
34 J Tyson Davies Agriculture Capital Pnw Operations Manager
35 Brooke Randall Agriculture Capital Co-founder And Principal
36 Katherine Hart Agriculture Capital Chief Compliance Officer
37 Kelley Wesson Agriculture Capital Senior Administrative Assistant
38 Michael Grover Agriculture Capital Accounts Payable And Payroll Specialist
39 Thomas Avinelis Agriculture Capital Chief Executive Officer
40 Matthew Mcgoldrick Iron Bridge Lending Business Development And Investor Relations

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