Umpqua Investments, Inc. Email Format

Financial ServicesOregon, United States51-200 Employees

Umpqua Investments, Inc. is a Portland-based financial services firm with a long-standing footprint in the Pacific Northwest, tracing its origins to 1928. As a subsidiary of Umpqua Holdings Corporation and a member of FINRA/SIPC, it offers securities, managed investments, and insurance products to individuals and families, emphasizing personal relationships supported by local offices. The firm operates with an independent advisory model, enabling advisers to tailor plans to each client’s goals without being constrained to a fixed product lineup. With a local presence that supports face-to-face engagement, it seeks to move beyond distant call-center interactions. The organization emphasizes integrity, service, and a practical, collaborative approach to investing, aiming to serve clients across generations in its regional markets.

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