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Exceptional Portfolio

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5800 Meadows Road Suite 230 , Lake Oswego- 97035
Oregon , United States  United States
Today (Saturday) : Closed

Exceptional Portfolio - Lake Oswego

Exceptional Portfolio provides expert investment management services to meet your financial goals.

Business Operation Hours
Monday 6:30 AM to 4:30 PM
Tuesday 6:30 AM to 4:30 PM
Wednesday 6:30 AM to 4:30 PM
Thursday 6:30 AM to 4:30 PM
Friday 6:30 AM to 4:30 PM
Saturday Closed
Sunday Closed

Additional Information

All investors are not created equal. The Exceptional Portfolios offer you three style choices. Two are passive portfolios; one indexed to the broad market and one indexed to socially responsible investments. The third is an active portfolio that seeks to outperform the broad market. Once you choose, the portfolio is customized to your specific situation.

We practice tax loss harvesting, a common practice that has been utilized in the wealth management industry for years. It allows you to minimize your tax liability by offsetting investment gains with investment losses.

We have worked for years coordinating 401k’s from old employers into IRA Rollovers for our investors. Transferring all your old 401k’s from multiple employers simplifies your life.

Product and Services

financial advising, robo/automated investment advising, online portfolio management, 401k rollover

Languages Spoken


Payment Options

Visa,Master Card,Cash,Check

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