Advisory Services

Custom investment advisory and consulting solutions tailored to meet the needs of high net worth individuals, employers, and nonprofits. Our independent structure allows us to provide straightforward, objective, and unbiased financial advice.

What We Do

Matisse Capital's in-house advisors specialize in providing bespoke investment solutions for employer retirement plans, nonprofits, private investors, and a variety of specialized accounts.

Retirement Plan Management

We design retirement plans focused on strong asset growth with low fees, as well as high employee participation and contribution.
 
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Nonprofit Management

Our nonprofit advising services focus on their unique needs, going above and beyond standard investment management.
 
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Private Wealth Management

From start to finish, our private wealth management advisors create straightforward, customized plans for individual investors.
 
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News & Updates

New Office Location Starting 5-1-23
We are excited to announce that our office is moving to a new location. As of May 1st, 2023, our new address will be: 15350 SW Sequoia Parkway, Suite 260, Portland, OR 97224 While “technically” a ...
Matisse Capital Recognized at Portland Business Journal’s 2022 Private 100 Event 6-9-22
We are excited to announce that Matisse Capital ranked #27 on the Portland Business Journal’s 2022 list for Fastest-Growing Private Companies in Oregon & Southwest Washington! Our firm is deeply humbled to be recognized on this ...
Portland Business Journal Corporate Philanthropy Awards 2021
Matisse Capital Recognized by Portland Business Journal at the 2021 Corporate Philanthropy Awards
The 2021 Corporate Philanthropy Awards hosted by the Portland Business Journal took place virtually yesterday, October 7th, 2021. Official rankings were released today, and we are honored to be ranked in top 5 for most charitable ...

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