Boutique Growth Small firm with two investment managers and 2-10 employees presents a high-touch, personalized service model that can be expanded through scalable advisory offerings, white-label or outsourced CIO solutions, and targeted family office services.

Experience Leveraged Over 35 years of combined experience highlights credibility for attracting high-net-worth individuals, non-profits, and retirement accounts; potential to upsell enhanced financial planning, estate planning coordination, and retirement income strategies.

Tech Enablement Current tech stack including AWS, M365, PWA, and GoDaddy suggests readiness for cloud-backed client portals, secure communications, and digital onboarding to improve efficiency and client experience.

Revenue Scale Reported revenue of one to ten million positions the firm as a candidate for growth capital, strategic partnerships, or expanded product offerings such as model portfolios, ESG integration, or managed account programs.

Local Trust, Regional Potential Bend, Oregon location coupled with a strong service ethos can be leveraged to target mid-market organizations, nonprofits, and retirement plans in the Pacific Northwest via targeted outreach and referral networks.