Financial Investment Team

Financial ServicesOregon, United States11-50 Employees

The Financial Investment Team is a financial services firm based in Portland, Oregon, specializing in direct asset management for clients seeking personalized guidance. It aims to deliver a comprehensive, flexible financial plan tailored to individual needs, guided by a framework built around eleven wealth-management strategies. The firm emphasizes responsible investment decisions across financial, social, and moral dimensions, seeking to act as a trusted advisory partner.

The company also prioritizes client education and engagement through an open-door policy, events, and clear communication. Its service offering covers retirement planning and accounts such as IRAs and 401(k)s, as well as estate planning, life and disability insurance, long-term care, annuities, college savings, and related financial planning. The organization identifies itself as a small to mid-sized team operating from Portland.

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