Our Offices

Portland, OR

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525 3rd Street
Suite 224
Lake Oswego, OR 97034

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Serving the greater portland area

The Robertson Stephens Portland office are industry veterans who have been serving the Northwest for more than 25 years. With access to institutional quality public and private investment solutions and a particular focus on managing risk, while developing truly diversified portfolios, we tailor each wealth plan to an individual’s needs, objectives, and constraints. We offer comprehensive wealth planning and intelligent digital solutions, all within a fiduciary capacity. Our collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants, allows us to transform your financial goals and aspirations into reality.

Meet The Team

Managing Director, Principal

Managing Director, Principal

Senior Vice President

Associate

Associate

News

Impact Investing

Impact investing can be a powerful means to align one’s investments with one’s values, but it can mean different things to different people. For some, it’s an opportunity to put their money to work having a positive impact on the world, while others seek to align their portfolios with their personal beliefs, often targeting a specific mission or set of values. Still, others seek to “not harm” by screening objectionable businesses or practices from their investment portfolios. While there’s no right or wrong approach to incorporating values into a portfolio, there is one thing these various approaches have in common. It can contribute to better portfolio outcomes that integrate environmental, social, and governance (ESG) considerations into portfolio construction and has been shown to improve risk-adjusted returns and make for more resilient portfolios in down markets. Those qualities make impact investing an economically compelling way to capture opportunity and manage risk.  It is also one that aligns well with our risk-first approach to investing.

We take a hard-nosed approach to impact investing for several reasons. Most importantly, as fiduciaries, we must use the same rigor and discipline in all our other fiduciary decisions. As independent and data-driven portfolio managers, we’re also always looking to cut through the noise of stories that may have emotionally seductive narratives but offer little in the way of true change. It is also the logical extension of our risk-first approach to portfolio construction. While not traditionally considered financial data, we believe ESG issues are important indicators of future investment performance. As such, we use ESG factors to identify opportunities and risks before it registers with the broader market.

We have deep expertise in impact investing, and we have over a decade of experience developing research and working with clients to build portfolios aligned with their values. Many ESG factors, such as governance, are implicitly incorporated into our more traditional core portfolios. We deliver impact investing across asset classes, ranging from publicly-listed funds (ETFs and mutual funds) to private investments and undiscovered opportunities, to ensure that we can ideally align a client’s portfolio with their social and environmental values.

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