DESCHUTES INVESTMENT CONSULTING, LLC

RIASEC RegisteredEst. 2011

Total AUM

$2.9B

Discretionary

$598M

21% of AUM

Avg account

$5.8M

Accounts

498

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 155312
Registered since: January 3, 2011
Website: deschutesinvestment.com
Custodians: FIDELITY TRUST, CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans76.4%
HNWI13.96%
Corporations / Businesses3.48%
State / Municipal Government2.9%
Individuals2.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Deschutes Investment Consulting, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm positions itself as a capital allocator serving both individual/family and institutional clients, and its service mix combines financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, publication of periodicals/newsletters, and educational seminars. It also operates as an insurance broker and charges for advice through a mix of percentage-of-AUM fees, hourly fees, fixed fees and commissions. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds45%
Exchange Traded Equities30%
Cash & Cash Equivalents9%
US Government Bonds5%
Investment Grade Corp Bonds5%

Contacts

3 of 10

CARL BURNHAM
Managing PartnerCRD 1799594
LAURA FALLON-BURNS
Investment AdvisorCRD 2354570
PHILIP SHERMAN
Senior Retirement Plan Consultant and Financial AdvisorCRD 6300809