Products & Services

Umpqua Investments - Products & Services

Umpqua Investments' financial professionals 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.

For more information on all our products and services, please refer to our Form Client Relationship Summary (CRS).


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