OREGON FINANCIAL PRODUCTS & SERVICES, LLC

Overview

Oregon Financial Products & Services, LLC operates as a limited liability company focused on providing financial services primarily to individuals and families. The firm engages in portfolio management for small businesses and individuals, and offers market timing services. While it does not classify itself as a capital allocator or an active ESG investor, it does participate in the insurance brokerage space and sells various financial products. The firm’s fee structure is based on a percentage of assets under management, aligning its interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices