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Portland Fixed Income Specialists, LLC - Balancing Risk with Performance

Portland Mount Hood Skyline - Portland Fixed Income

Fee-only financial planner and CPA serving the Portland Metro area

Portland Fixed Income Specialists is an Oregon fee-only Registered Investment Advisor specializing in investment management, tax planning and retirement income. We do not accept commissions for financial products or referral fees. Every decision we make is based on the best interests of our clients.

Our Services

Investment Management

Managing your investments
Our investment philosophy is based upon the work of world renowned professors Eugene Fama of the University of Chicago and Kenneth French of Dartmouth College, who have developed an academic approach to investment management based upon statistical analysis and financial economics rather than Wall Street marketing hype.

To reduce your portfolio risk, we utilize individual bonds and bond ladders to preserve your principal while minimizing taxes and the impact of inflation.

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Tax Planning and Preparation

Tax savings
Taxes are inevitable and the rules are constantly changing. Fortunately, our clients don’t have to worry about the arcane aspects of the tax code.

  • We offer tax planning and preparation by a Certified Public Accountant (CPA).
  • We strive to keep your taxes at a minimum.
  • You benefit from our knowledge of the complex relationship between investments and taxes.
  • Taxes are prepared through Francis & Lamprecht, LLC

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Retirement Planning

Retirement planning with Russ
You’ve worked hard your entire life to successfully build your retirement savings. But how do you make sure that you can live off of your savings for the rest of your retirement? We can help you by:

  • Modifying your investments to generate income upon retirement.
  • Lowering the risk of your investment portfolio.
  • Determining the optimum time to start your Social Security benefits.

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Fixed Income Solutions

Bonds Investing and Fixed Income Solutions
High quality bonds should be considered the core investment in any retirement portfolio for their predictable cash flow and reduced risk. A bond portfolio properly constructed and managed by a professional bond manager can help capture higher rates as they mature and help dull the impact of potential volatility.

The result? You will be able to pursue your interests and dreams instead of losing sleep over fluctuations in the stock market. Be sure to visit http://bondsandfixedincome.com/, our website dedicated to bond investing.

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Advisor's Added Value

Retirement planning with Russ
Recent Vanguard research¹ outlines how advisors can add value through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market. This research shows that your advisor not only adds peace of mind, but also may add about 3 percentage points of value in net portfolio returns over time.

To see the full report, click the "Learn More" button below.

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¹Putting a value on your value: Quantifying Vanguard Advisor's Alpha, by Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering.