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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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
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