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