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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 9755 Sw Barnes Rd,
- Phone
- +1 503 222 9917
- in****@****ors.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- waparkadvisors.com
- Keywords
- Portland.
- HQ
- Beaverton, Oregon
Washington Park Advisors Questions
Washington Park Advisors's helpline number is +1 503 222 9917
Washington Park Advisors's website is waparkadvisors.com
Washington Park Advisors's LinkedIn profile is https://www.linkedin.com/company/washington-park-advisors
Washington Park Advisors has
3 employees.
View email and phone details for 3
employees at Washington Park Advisors.
Washington Park Advisors's industry is
Investment Management
Washington Park Advisors's top competitors are
Pinnacle Partners,
Youtubee,
Blue River Capital Management, Llc,
Cascadia,
Two Ravens Vc,
Vista Capital Partners,
Cogence Group Pc,
Dpoi Solutions,
Bv Advisors, Llc,
Sfu Golf Club.
Washington Park Advisors's support email address is info@waparkadvisors.com
Washington Park Advisors's categories are Investment Management
Washington Park Advisors's founding year is 2016
