Deschutes Portfolio Strategy LLC
Legal Name: DESCHUTES PORTFOLIO STRATEGY, LLC
Full Contact Details
Deschutes Portfolio Strategy LLC
4949 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR
503-210-3000
503-210-3010
Other Info
Deschutes Portfolio Strategy LLC, a Delaware Limited Liability Company, is an investment advisory firm with 9 employees, 7 of whom provide advisory services. With a history of SEC-approved filings dating back to November 2010, the company serves a small client base of three, dedicated to providing exceptional portfolio strategies and sound financial advice.
Matisse Funds
Disclosure Contact Us Mutual Fund Investment Manager News Events Email Distribution Total Returns for Period Ending 3/31/19 Q1 2019 YTD 2019 One-Year (12 months) Three-Year (average annual) Five-Year (average annual) Since Inception (average annual)* MDCEX 16.11% 16.11% 6.63% 12.42% 7.63% 7.59% *The…
Mutual Funds and Advisory Services | Matisse Capital
Matisse Capital has built our reputation on providing both bespoke investment advisory services, niche mutual fund offerings, and closed-end fund research.
Direct Owners
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BRYN TORKELSON
CHIEF COMPLIANCE OFFICER, MANAGER, 100% OWNER owns 75% or more
Custodians
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BANK OF AMERICA, NATIONAL ASSOCIATION
United States -
UMB BANK NA
United States