Baird Private Wealth Management

About MKG Financial With over 70 collective years of financial market experience, the experts at MKG have been serving clients in Portland, Oregon ; Bend, Oregon ; and the wider Pacific Northwest since 1995. Our extensive market knowledge and our team approach to investment analysis allows us to aid individuals, families and organizations in making the best decisions for their financial future. In assembling what stocks and other market securities will comprise a portfolio, we base our investment decisions on three core elements: Research: the foundation of successful investing. Solid investment research and market analysis is the cornerstone on which we base every decision we make for our clients, their accounts and their future. Performance: the execution of sound, research-based investment decisions. We measure our success by the consistent performance of our clients' portfolios, and we concentrate on building those portfolios one reasoned decision at a time. Results: the achievement of our clients' goals and the satisfaction of seeing their investments grow. Whether seeking early retirement, college education, or general wealth building, the team MKG Financial Group is committed to turning your goals into reality. MKG is a registered investment advisor with the U.S. Securities and Exchange Commission ( SEC ), and a member of Financial Industry Regulatory Authority ( FINRA ) and the Securities Investor Protection Corporation ( SIPC ). Executions, cleaning, and custodial services are provided through Pershing LLC, a division of Bank of NY Mellon. Read MKG's Form ADVRead MKG's SEC Rule 606 ReportRead MKG's Client Privacy Notice & Business Continuity

Marquam Asset Management LLC, doing business as Marquam Capital, is a registered investment adviser based in Portland, Oregon, with additional registration in Washington and Alaska. The firm specializes in meeting the unique investment needs of its clients while adhering to applicable state securities laws. With a commitment to providing reliable information, Marquam Capital emphasizes that past performance is not indicative of future results and that investing involves risk and potential loss of principal. The firm ensures transparency by disclosing that links to third-party sites are provided for convenience and are not under their control. Generated from the website

Hines Warner is a creative and collaborative company based in Portland, OR, offering a range of services including portfolio planning and client management. With a dedicated team and a commitment to excellence, they strive to provide exceptional solutions for their clients' needs. As a forward-thinking organization, Hines Warner is always on the lookout for talented individuals who are interested in joining their team. With a focus on creating a positive and innovative work environment, they offer exciting career opportunities for those looking to make a difference in the industry.Generated from the website