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Greycourt is a premier provider of financial advisory services to
wealthy families and select endowments. Greycourt seeks to follow
open architecture in its purest sense.
We do not engage in money management activities – not even
funds of funds – nor do we operate related business activities, such
as custody, brokerage or fiduciary services. We accept no
compensation other than those fees paid directly by our clients. By
contrast, closed architecture models offer only proprietary
products, while hybrid firms try to offer both outside and
proprietary solutions.
As a long-established open architecture advisory firm, Greycourt
possesses a number of distinguishing characteristics that set us
apart from other firms. The most important is that Greycourt was
designed by leading family office and endowment professionals with
extensive experience working as clients themselves of investment
advisory firms. When we organized Greycourt, we kept the best of the
traditional advisory model (mainly its independence) and changed
everything else.
Our Distinctive Advantage
Independence: We are scrupulously independent of the rest of the
financial services industry. We sell no investment products, are not
discretionary money managers, accept no compensation from anyone
except our clients, and do not engage in any other business
activities.
Experience: Each of Greycourt’s managing directors has over 20 years
of experience advising some of America’s wealthiest families.
Greycourt typically assigns two managing directors to each client
relationship in order to provide high-touch service and ensure that
a senior officer is always available to address individual needs.
Intellectual Leadership: Since our only stock-in-trade is our
intellectual capital, it is important that Greycourt represent the
cutting edge in every area that will have an important effect on the
growth of our clients’ wealth. We do not offer a rigid list of
services but instead offer dynamic solutions to the unique
challenges our clients face. Our ongoing dialogue with our clients
is complemented by our celebrated series of Greycourt White Papers,
which explore far-reaching issues facing investors today.
GREYCOURT OFFICES
PORTLAND, OREGON
720 SW Washington Street
Suite 640
Portland, OR 97205
(503) 226-0470.
Brown Armstrong
http://www.brownarmstrong.com
Personal Financial Planning
As financial advisors, we are often called upon to assist with
personal financial planning. We can provide these services to our
clients as part of a comprehensive package of financial advice or as
part of a segmented plan. We can help you to assess your financial
needs and develop strategies that will not only minimize taxes, but
also enable you to achieve your goals and strengthen your financial
security.
We regularly serve as part of a team including your attorney and
other professional advisors to develop a comprehensive financial
plan for our clients and their families.
We are committed to providing close, personal attention to our
clients and take pride in giving them the assurance that the
personal assistance they receive comes from years of advanced
training, technical experience and financial acumen. Our continual
investment of time and resources in professional continuing
education, computer technology and extensive business relationships
is indicative of our commitment to excellence.
Brown/Armstrong has provided individuals, families, businesses and
nonprofit organizations with high quality professional services in
the areas of taxation, accounting, business and investment planning,
and financial consulting since 1967. We have a strong team of
professionals dedicated to creating winning strategies for our
clients.
Brown/Armstrong
A Professional Corporation
2177 SW Main Street
Portland, OR 97205
Phone: 503-221-1776
Fax: 503-223-6918
Email:
info@brownarmstrong.com
Isler Northwest Certified Public Accountants
http://www.islernw.com
What distinguishes Isler Northwest from other accounting firms?
After all, aren’t these firms governed by the same professional
rules, financial reporting standards, and tax codes? While many
firms are very good at what they do, we are not content with being
merely very good. Whether it’s a partner assisting you as a business
owner, or an associate reviewing transaction details with your
accounting staff, we want you to know and feel that your needs come
first and that you can count on all of us at Isler Northwest to be
part of your team. Offering outstanding service with unparalleled
personal attention is our standard, and helping you succeed in
reaching your goals is our quest.
WHAT MAKES US UNIQUE
We bring our clients and employees the best of two worlds. We are
small enough to cultivate and encourage close, personal, long-term
relationships but large enough to offer the depth of experience and
expertise required to earn your trust and help you meet your goals -
whatever your needs, whatever your business, wherever in the world
you may be.
Teamwork is at the heart of our organization, both internally and
externally. This creates an environment where our clients and our
professionals have ready access to decision makers, can be assured
of meaningful and reliable support, and can develop consistent and
loyal partnerships.
"Financial Tips" are published monthly to provide useful financial
information. Return to this site every month for helpful suggestions
on how to reach your financial goals. If you would like more
information on anything in "Financial Tips," or if you'd like to be
on our mailing list to receive other financial, tax, or business
information from time to time, please contact our office.
The information contained in this site is of a general nature and
should not be acted upon in your specific situation without further
details and/or professional assistance.
BUSINESS ADDRESS
Isler Northwest LLC
1300 SW 5th Avenue
Suite 2900
Portland, Oregon 97201
Telephone: (503) 224-5321
Fax: (503) 224-8605
E-mail: portland@isler.com
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