Deschutes Investment Advisors, Inc. (Portland)

Name: Deschutes Investment Advisors, Inc.
Address: 1211 Sw 5 Th Avenue, Portland, OR, 97204
Telephone: 503-223-2500

Deschutes Investment Advisors, Inc. is a large advisory firm based in Portland. It manages $915 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, Utah, and Washington.

Deschutes Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Deschutes Investment Advisors: assets under management

The assets under management (AUM) of Deschutes Investment Advisors, Inc. is $915 million. The firm's AUM has grown by 161% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94 million in discretionary accounts and $821 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.53 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deschutes Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Deschutes Investment Advisors, Inc.

Bryn Heyser Torkelson has been acting as President since 1 Mar 1997. Macgregor Bruce Hall joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bryn Heyser Torkelson	President	1 Mar 1997	50% - 75%	1026464
Bryn Torkelson	President & chief compliance officer	1 Mar 1997	50% - 75%	1026464
Macgregor Bruce Hall	Vice president	1 Sep 1998	50% - 75%	1896326

Based in Portland

The principal office where Deschutes Investment Advisors, Inc. performs its advisory services is located at 1211 Sw 5 Th Avenue, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-223-2500 or by fax 503-223-8938. The normal business hours are 7:30am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.deschutesadvisors.com.