We believe that an ongoing and active advisory relationship increases your potential for success. This relationship goes beyond stock selection and market timing and emphasizes collaborative decision making based on your financial plan. Your goals, objectives, risk tolerance, and time horizon help us recommend a portfolio strategy for you.
As an independent practice, we construct portfolios utilizing insight and analysis from some of the largest institutional firms from across the industry. Our investment approach employs both active and passive strategies with preference towards well diversified, low-cost ETFs and mutual funds. Clients can expect regular contact to discuss their portfolios and updates to their financial plan.
Our fee structure is competitive and transparent - an annual percentage of your portfolio’s value.
Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.