For Individuals

Private Wealth Management at Matisse Capital

Individuals and families throughout Oregon deserve a high-touch, proactive wealth management experience that is custom-built to their unique financial situation and supported through a lasting personal relationship.

At Matisse Capital, we have a dedicated team of Portland-based financial advisors ready to help you plan and work towards achieving your short- and long-term financial goals. Our team builds, monitors, and makes ongoing changes to a custom wealth management strategy that’s personalized for you. As a private client of Matisse Capital, you stay informed and always maintain control of your account.

In-Depth, Customized Wealth Management

  • We can manage all or part of your investments.
  • We can establish, execute, and carry out the daily management of your customized plan that encompasses your complete financial picture.
  • We can coordinate with other professionals (such as accountants and lawyers) to help manage your changing finances and address any tax or estate planning needs.

Access to a Dedicated Team of Advisors

Our professional wealth management team stays focused on your financial goals and determining the best way to reach them. Your lead financial advisor provides ongoing advice and serves as your primary contact and relationship manager.

Each lead advisor is supported by a team of finance professionals who specialize in:

  • Account administration
  • Performance reporting
  • Investment selection, research, and monitoring
  • Investment policy statements
  • Compliance
  • Client service
  • Trading
  • Billing
  • Client outreach and communication
  • Risk assessment

An Ongoing Wealth Management Process that Changes with You

There is no one-size-fits-all approach to private wealth management. We understand that financial goals change over time, which is why our team actively monitors your financial portfolio and provides recommendations as both your needs and market conditions change. Our team of financial advisors will provide you with ongoing advice that accounts for the specifics of your unique financial situation.

Investment Minimums

Our minimum relationship size is $1,000,000.

Fees

Our annual fee starts at 1.00% and typically decreases at higher asset levels.

While the above is our standard practice, investment minimums and wealth management fees can be waived or reduced at our discretion.

Types of Accounts We Manage

At Matisse Capital, our financial advisors can manage most types of investment accounts that are eligible with our custodians. Most notably, our firm is proud to promote our comprehensive IRA Rollover program.

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Model Portfolios

We view portfolio management as both an art and a science. Our model portfolios can serve as a starting point for your custom portfolio, and each one reflects a well-considered and disciplined approach to both asset allocation and fund selection. Learn more about our five model portfolio types.

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