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

ACBJ- 2442189_BUTTON_FINAL-01.png
ACBJ- 2443921_BUTTON_FINAL-01.png
See Our Story in OBM Logo - rectangle[1]
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



4949 Meadows Road Suite 200, Lake Oswego, OR 97035

Tel:  (503) 210-3000


Click Here to Find Us

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

Thank you! Our team will be in touch shortly.