Welcome to

UMPQUA INVESTMENTS

Celebrating our first 90 years!

One SW Columbia Street, Suite 300

Portland, OR 97204

Phone:

503-226-7000 or 800-452-1929

Fax:

503-226-0202

info@umpquainvestments.com

Access Your Account 24/7

If you haven't already, sign up now!

Access

Manage Your Account The Smart (Phone) Way

Introducing Mobile Brokerage

Learn More

Featured Article

Reimagining Retirement

View Article

Our Medford office has moved! Come visit us in our new home at the Umpqua Bank building, 1211 E. McAndrews Road, 2nd Floor, Medford, OR 97504.

J. Eric Field, CFP®, CIMA®
Chief Executive Officer

Jeani Winterbourne, CRPC®
President/Chief Operating Officer

WELCOME TO

Umpqua Investments

Ninety years in the making, Umpqua Investments is a part of Umpqua Holdings Corporation. The Umpqua name stands for integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.

Newsletters

Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
HOT TOPIC: What Are the Costs of the Government Shutdown?

Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
College Savings: Roth or 529 Plan?

Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
Avoiding Probate with a Transfer-on-Death Deed

Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.

More Newsletters »

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	25,962.44	-0.66%
Dow Jones Transportation	10,006.03	-0.75%
Dow Jones Utilities	834.45	-0.23%
Nasdaq 100	7,664.47	-0.71%
NYSE Composite	12,599.41	-0.70%
AMEX Composite	2,410.05	-0.37%
PHLX Semiconductor Index	1,498.90	-0.54%
OSX Oil Service Sector Index	64.52	-1.26%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Check the background of this investment professional

Check the background of this financial professional on FINRA's BrokerCheck