When advising clients our guiding principle is to act consistent with what the client would do if they knew everything about investing. We seek to ascertain the motivating purpose behind our client's investment objectives, enabling us to individually tailor portfolios to achieve each client's goals.
We examine each client's true tolerance for risk, investment time horizon, income needs, and special considerations. We then devise a portfolio capable of both realizing future goals and fulfilling the purpose for which the money is being invested. Our portfolios are built around the principle of actively managing passive investments.
We examine each client's true tolerance for risk, investment time horizon, income needs, and special considerations. We then devise a portfolio capable of both realizing future goals and fulfilling the purpose for which the money is being invested. Our portfolios are built around the principle of actively managing passive investments.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Northwest Quadrant Wealth Management, a registered investment advisor and separate entity from LPL Financial. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor BD agent or IA rep, please do not hesitate to contact your state securities law administrator.
History
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The company's roots began in 1963 operating first as Sage Insurance, and later as Bill Moore and Associates. Our founder, Bill Moore, began his career selling insurance while attending the University of Oregon, and opened his first office inside of a now-defunct Sears department store in Central Oregon.
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