Washington Park Advisors

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
Industry
Investment Management
Employees
3
Founded
2016
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All 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 Contact
Paul Wittman Managing Director at Washington Park
Email
Matt Schaefer Director at Washington Park Advisors
Email

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