Ponderosa Investment Group, LLC is an independent, privately owned, registered investment advisor located in Portland, Oregon. Currently we are registered in the State of Oregon and Washington. We specialize in providing investment management services for taxable high-net worth individuals, trusts, IRAs, charities, foundations, and qualified retirement plans to clients mainly in the Pacific Northwest.
Ponderosa's investment management services are focused on the design and management of investment portfolios matched to the return objectives and risk tolerances of each client.
Ponderosa's investment management services are focused on the design and management of investment portfolios matched to the return objectives and risk tolerances of each client.
Services
Ponderosa Investment Group, LLC is a fee-only registered investment advisory firm based in Portland, Oregon. We believe that the most important consideration for an entire investment portfolio is its asset allocation strategy. Asset allocation entails selecting the proper amount of investment to each asset class (Domestic stocks and bonds, International stocks and bonds, REIT's, Currencies', and other non-correlated assets).
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