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Investment Management  

Our experienced advisors tailor investment strategies to your unique financial goals and risk tolerance.

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Maximizing Your Investments for a Secure Future

Maximizing Your Investments for a Secure Future

Our investment management services are designed to help you make informed decisions and optimize your portfolio for long-term growth. With a focus on risk management and strategic asset allocation, our experienced advisors tailor investment strategies to your unique financial goals and risk tolerance.

Whether you're looking to build wealth, save for retirement, or achieve specific financial milestones, we provide personalized guidance and ongoing monitoring to ensure your investments are working effectively for you. Trust us to navigate the complexities of the market and help you achieve a secure financial future.

Begin Your Journey with Deschutes Guided Portfolios, No Initial Investment Required

Begin Your Journey with Deschutes Guided Portfolios, No Initial Investment Required

If you are ready to get started with smart investing our Deschutes Guided Portfolios Program may be a great fit. This program is specifically tailored to help individuals with $250,000 or less in assets & is perfect for investors who want to get started on planning their financial lives.

In this program clients receive:

  • A yearly 1-hour meeting with the CFP Financial Advisor

  • Risk Tolerance Review with a Financial Advisor

  • Professionally designed investment portfolio

  • Annual Portfolio Rebalance


Meet With A CFP®

Meet With A CFP®

Our Certified Financial Planner Kyle Dodrill, CFP® is available for free consultations and to answer any questions you may have about our Deschutes Guided Portfolios Program.

Click the Button to get on his schedule or fill out the form below. 

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