SEC-Registered Investment Advisor

$1.5 Billion AUM

An Oregon-Based Company

Matisse Capital provides investment advisory and consulting services on a fee-only basis to individual investors, retirement plan sponsors, nonprofits, and institutions throughout Oregon, Washington, and the United States

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Retirement Plan Management

 

Helping plan sponsors, help their participants save more for retirement

Wealth Management

 

Developing a plan to help individual investors meet their financial goals

Nonprofit Management

 

Prudent portfolio management with consideration of spending and inflation targets

Closed-End Fund Research & Portfolio Management

 

Proprietary research and discretionary management of highly discounted Closed-End Fund portfolios

WHAT WE DO

 
OUR ADDRESS

4949 Meadows Road Suite 200, Lake Oswego, OR 97035

Email: info@matissecap.com
Tel:  (503) 210-3000

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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CONTACT