WEALTH

MANAGEMENT

PLAN FOR YOUR FUTURE

01

IDENTIFY NEEDS,

ASSESS RISKS,

+ SET GOALS

02

CONSTRUCT A

CUSTOM PORTFOLIO

03

ON-DEMAND PERFORMANCE REPORTS

+ QUARTERLY REVIEWS

04

ONGOING COMMUNICATION

+ MONITORING

From start (goals assessment) to finish (monitoring progress) our investment management services are designed to understand and construct a plan that fits every individual. It starts with establishing an open dialogue that involves analysis and inquiry into your existing portfolio and financial situation.

Through this process, we establish the client’s financial goals moving forward and their appropriate risk tolerance. Each client's plan provides an asset allocation strategy custom tailored to their objectives.

As we move forward, ongoing communication is key. Positions and goals are regularly evaluated. We provide experience with flexibility to ensure every client is provided responsible guidance.

FINANCIAL GOAL

TARGETS

  1. Growing my Wealth
  2. Buying a Vacation Home
  3. Generating Income to Retire Well
  4. Preserving Wealth for Future Generations
  5. Starting a Foundation or Funding a Specific Cause

INDIVIDUAL INVESTORS F.A.Q.

What types of individual accounts do you manage?


We can manage virtually any type of investment account, both taxable and retirement, assuming it is eligible with our custodians. Most notably our firm is proud to promote our strong IRA Rollover program.




What custodians do you use for individuals?


Charles Schwab and TD Ameritrade.




How frequently am I sent performance reports?


We send out customized performance reports for individuals on a quarterly basis. But our portfolio management software allows us to produce these reports on-demand, as needed.




What is the minimum account size?


For individuals, the minimum account size is $1 million.




What is your standard fee schedule?


Our standard fee schedule for individuals is 1% of assets annually, billed quarterly in advance.




Can you offer an online client portal (PFM) or mobile app accessibility?


Yes, we have the capability to provide clients with access online and via apps. Presently these features are offered through our custodial partners. We have plans to integrate it into our Matisse suite of services in 2018.





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Our advisors are ready to provide you a free consultation

The website is controlled and operated by Deschutes Portfolio Strategy, LLC dba Matisse Capital from its offices within the State of Oregon, United States of America. Matisse Capital makes no representation that materials on the site are appropriate or available for use in other locations, and access to them from territories where their content is illegal is prohibited. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Matisse Capital or its affiliates to any registration requirement within such jurisdiction. Shares in the Matisse Discounted Closed-End Fund Strategy mutual fund are offered by prospectus only.

 

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