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Ponderosa Investment Group, LLC is a fee-only
registered investment advisory firm based in Portland,
Oregon.
We believe that the most important consideration
for an entire investment portfolio is its asset
allocation strategy. Asset allocation entails
selecting the proper amount of investment to each
asset class (Domestic stocks and bonds, International
stocks and bonds, REIT’s , Currencies’,
and other non-correlated assets). The client’s
investment objective includes a target asset allocation
which is based on various factors including liquidity
needs, risk tolerances, time horizon, growth objectives,
and income requirements. The optimal blend of
asset classes is unique to each client.
A client’s portfolio is implemented using
institutional mutual’s funds, Exchange Traded
Funds (ETFs), individual bonds, and for clients
that have higher marginal tax rates or large one-time
taxable transaction we will us a separately managed
account that incorporates a tax loss harvesting
program to effectively increase after-tax performance
to the client. We will integrate both passively
and actively managed funds and ETFs within a client’s
portfolio.
Ponderosa is a fee-only investment firm. thus
reducing the conflicts of interest in helping
you to achieve your financial goals. Investment
advisory fees are based on a percentage of assets
under management. We accept no referral fees,
soft dollars, commissions, or other hidden cost
associated with the money management industry.
Our clients include people and groups with emerging,
new or existing wealth. The minimum portfolio
size is usually $500,000. This however is flexible.
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