Contact Info
Kyle’s business practice and investment philosophy is simple: listen to the customer, help them identify their needs, their goals and their comfort level, then build a personalized portfolio using that framework.
Kyle takes a holistic approach to investment planning using traditional fixed-income and equity investments as well as a selection of alternative and socially active asset classes.
By actively listening to each client and working closely with them, Kyle develops a comprehensive and understandable “living” investment plan that acts as a road map to guide them toward their financial goals. Each plan takes into account the ebb and flow of the marketplace and provides flexibility to handle the uncertainties that life has to offer.
Kyle, a father of three and tri-athlete, remains active in the community through his volunteer work in teaching art and brings his investment and personal finance expertise to Oregon schools by serving as Board Vice-Chair of the Oregon Council on Economic Education.