Experienced, Thoughtful, Hand-crafted Investment Management.

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We’re here to help you thrive

With over 30 years of Wall Street experience advising corporations and individuals, we’re here to help you navigate the world of investing and build a financial future in which you thrive.

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If you are retired or planning for it, and you are a long term investor with $500k or more in investments, we may be a good fit for you. Let’s have a conversation.

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Let’s tune-up your portfolio and cash flows.

We’ll be with you every step of the way.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Penfield Investments LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Penfield Investments LLC an Investment Advisor in the State of Oregon. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Oregon or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites The inclusion of any link is not an endorsement of any products or services by [Firm Name].

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Experienced, Thoughtful, Hand-crafted Investment Management.

We’re here to help you thrive

If you are retired or planning for it, and you are a long term investor with $500k or more in investments, we may be a good fit for you. Let’s have a conversation.

Let’s tune-up your portfolio and cash flows.

We’ll be with you every step of the way.