Disclosures and Privacy


Portland Fixed Income Specialists, LLC is registered as an Investment Advisor with the State of Oregon Department of Consumer and Business Services. All information contained in this website concerning investments is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can be made only in states where Portland Fixed Income Specialists, LLC is registered or an exemption from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied.

This presentation does not purport to be a complete description of our investment services. Portland Fixed Income Specialists’ site, calculators in or linked to this site, other links to or from this site, and content or newsletters in this site should not be construed by any consumer and/or prospective client as Portland Fixed Income Specialists’ solicitation to affect or attempt to affect securities transactions, or render personalized investment advice for compensation over the Internet. Use of this site does not create an advisor/client relationship. Information and links in this site are believed to be from reliable sources.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Portland Fixed Income Specialists, LLC), will be profitable or equal any historical performance level(s). Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Privacy Policy

Your privacy, trust, and confidence are among our highest priorities. We respect your right to keep personal information confidential and understand your desire to avoid unwanted solicitations. Financial Advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding the privacy of client information. Our standards of confidentiality are even more stringent than those required by law. Therefore, we always protect your right to privacy.

We only collect nonpublic personal information you provide, or with your authorization.

We do not disclose any current or former clients’ nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know this information to assist us in providing services to you. In such situations, we stress the confidential nature of the information.

We retain current and former client records relating to our services for a period of time after providing these services. Our Records Retention Policy is necessary to comply with our professional guidelines. Additionally, we have found this practice enables us to better serve your future professional needs. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.