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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.

Fixed Income

Municipals (see offering list), corporates, treasuries, investment trust, government agencies, certificates of deposit (CDs), and money market accounts.

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