Fort Vancouver Investment Management, LLC

Overview

Fort Vancouver Investment Management, LLC is an independent, SEC-registered registered investment advisor organized as an LLC and overseen by an individual owner. The firm provides financial planning and discretionary portfolio management, principally for individuals, families and small-business clients, and also serves some institutional relationships. Fee arrangements combine a percentage of assets under management and hourly charges. The adviser does not operate as a capital allocator or a multi-state RIA and does not self-identify as an active ESG investor. Its advisory scope centers on customary wealth-management work—planning and portfolio construction—supported by professional relationships with accountants.

Assets & Accounts

Public Holdings

Investments & Alternatives