Ciclo (“Cycle”) started after a lengthy career that began with a year taking 100 calls a day from discount brokerage clients in the mid nineties and evolved into deep experiences in operations, and information technology for one of America’s largest financial institutions. During this period I recognized the joy and satisfaction in working to solve problems and help people that fuels Ciclo’s fiduciary obligations to this day.
After obtaining a Masters in Business Administration in Finance from the University of Oregon around the turn of the century my initial ambitions of owning a tangible materials based business pivoted into taking advantage of the unique market circumstances created by the dot com bubble and Y2K. In 2002 I began serving wealthy individuals, families and business owners many of whom are still clients.
I have learned there is a tremendous amount of time and resources dedicated to creating unnecessary complexities for clients. These costs can be high and unaccounted for, but they are real nonetheless. Financial advisors are merely humans who are subject to the same fears, temptations and ambitions as many of our clients. For these reasons people can be confused by over-sized office spaces, convoluted investment strategies and piles of paperwork. These complexities come at the expense of consumers and really only serve to fulfill the egos of those “at the top” in the industry.
Life and finances are full of various cycles. Most of our clients are grounded in the belief the greatest issues of our times revolve around climate change and vast systemic inequities. For these reasons we have a history of investing in opportunities that not only do well by investor, but also by communities and employees. We feel strongly using ESG (Environmental, Social & Governance) criteria allows clients to own investments that help conform to greater standards around these issues.
Company Details
- Founded
- -
- Address
- 9220 Sw Barbur Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Investment Mangement.
- HQ
- Portland, Oregon
Ciclo Wealth, Llc Questions
Ciclo Wealth, Llc's LinkedIn profile is https://www.linkedin.com/company/ciclowealth
Ciclo Wealth, Llc's industry is
Financial Services
Ciclo Wealth, Llc's top competitors are
Heritage Bank Nw,
Wells Fargo Advisors,
Nwea,
The College Board,
Houghton Mifflin Harcourt,
Charlie Health,
M.j. Murdock Charitable Trust.
Ciclo Wealth, Llc's categories are Financial Services
Ciclo Wealth, Llc's founding year is 2021
