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You like making investment decisions, but you also want an investment professional on your side and in your corner. At Umpqua Investments, your dedicated financial advisor collaborates with you on a strategy, builds and manages your portfolio, and can provide ongoing advice as needs and circumstances change. Our team offers a common-sense, goal-oriented approach to investing - personalized just for you.
In creating your investment plan, we think about your entire life and the complexities you may face throughout your journey. In executing your plan, we bring together several important strategies to help you capitalize on opportunities, protect your investments and build your wealth:
Balanced asset allocation
We don’t just invest. We take time to get to know you up-front; this helps us better understand your needs and develop a meaningful relationship. We’re all about integrity, service and deep knowledge of the financial markets, which helps us create customized investment portfolios and wealth management solutions that are just right for you.
Here are a few ways we demonstrate these values in our relationship together.
We help you identify opportunities that come from short-term and long-term swings, including helping you understand the limitations of an underexposed portfolio.
Many times, bringing emotion into your decision-making process can create inefficiencies, and sometimes even underperformance. We help you put a disciplined strategy in place, creating opportunities for exceptional investment selection and performance.
By combining smart planning with a long-term investing approach, we help you make informed decisions based on data, interpretation and analysis, not emotional impulse.
You talk, we listen. Knowing what you care about most, we’re able to take a holistic and intentional approach to increasing your market confidence and savvy.
As an independent company, we're not bound to in-house products, mutual fund families or a singular investment philosophy. This allows us to create an innovative, personalized plan just for you.
Throughout our relationship, you’ll have access to a range of offerings to help you take advantage of new opportunities.
24/7 account access through your laptop, tablet, desktop and phone
Needs-based financial planning
Risk protection, including protection of principal
Exchange traded funds (ETFs)
College saving plans
Bonds, fixed income and brokered CDs
Margin lending and options
Money market funds
Concentrated stock strategies
Ready to start a conversation about your goals and priorities with one of our financial professionals?