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A minimum of $500,000 in investable assets is needed.

Visit Us in Portland

Our Address

4380 S Macadam Avenue
Suite 350
Portland, OR 97239

Phone

(503) 221-5656
(800) 707-5335

[email protected]

Fax

(503) 221-3966

Directions

We are located on the 3rd floor of Watermark I, a two-building campus along the Willamette River off Macadam Avenue. Free visitor parking is available in front of Watermark I, along Moody Ave, or in the garage under the building.

If you have trouble finding us, please call for assistance.