Washington Park Advisors
Investment Management
9755 Sw Barnes Rd
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
Washington Park Advisors Overview
- Headquarters
- 9755 Sw Barnes Rd
- Phone Number
- Available in AeroLeads
- Website
- waparkadvisors.com
- Industry
- Investment Management
- Employees
- 3
- Founded
- 2016
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About Washington Park Advisors
Washington Park Advisors – an SEC Registered Investment advisor – was founded in 2016 in Portland, OR. Prior to founding WPA, the core team of Larry Frager, Paul Wittman, and Matt Schaefer were all part of Lateef Investment Management, a San Francisco-based firm, founded in 1975. With over $400m under management, Washington Park’s clients range from individuals, corporations, profit-sharing plans, retirement accounts, trusts, foundations. Our purpose is to help preserve and grow our clients’ money. For over 25 years, we’ve maintained a disciplined investment strategy, successfully navigating the pitfalls of market fluctuations. Our fundamental approach centers on quality investing while managing downside risk. We set ourselves apart by our accessibility and the attention given to each individual portfolio. By developing personal relationships with our clients and closely monitoring each portfolio, we've maintained trust and loyalty for nearly three decades.
Washington Park Advisors Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
Washington Park Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Paul Wittman | Managing Director at Washington Park | Portland, Oregon, United States |
Email
|
| Matt Schaefer | Director at Washington Park Advisors | Sherwood, Oregon, United States |
Email
|
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