Products & Services

Umpqua Investments - Products & Services

Umpqua Investments' advisors create financial programs around client needs.



As an independent company, we're not bound to in-house products, families of funds or a single investment approach.

This allows us to create an innovative, personalized plan for each client — a plan that addresses your specific needs and goals without bias or limitations.






Equities



Stocks (all exchanges and NASDAQ), over-the-counter stocks, options, and ETFs.




Mutual Funds



Mutual funds and unit investment trusts (UITs), separately managed accounts, and discretionary portfolio.




Annuities / Insurance



Annuities (fixed and variable), and life insurance.






Retirement Planning



401(k), IRA, SEPs, financial planning, and educational planning.




Banking*



Meet Umpqua Bank: Providing a full service banking experience that includes personal and business loans, mortgage loans, certificates of deposit, and money market accounts.


* Umpqua Bank Deposit Products are insured through the Federal Deposit Insurance Corporation;

Member FDIC Equal Housing Lender




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