Your New Best Friend

We are a Portland-based boutique firm fiercely dedicated to improving the lives of people.

Our Commitment Goes Beyond Us

We are locally owned and managed. We partner with other locally owned and operated businesses as much as possible. We offer socially responsible investment options. We choose to invest in Northwest real estate to keep our money local. We maintain a global perspective and invest in international markets.

Meet The Team

Raymond Birch

This is Ray Birch, our fearless leader. We love his smart brain, empathetic soul and his rich South African accent. Ray moved to Portland over 30 years ago because he fell in love with the Northwest beauty and vibe.

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Aaron Christopherson

Starting his career in investment advising back in 2010, Aaron is an Investment Advisor Representative (IAR) and a Certified Financial Planner (CFP).

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Randy Gay

Randy is passionate about helping families and business owners reach their retirement goals as well as creating compelling solutions for plan sponsors in the retirement plan marketplace.

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Tyler Nagel

Tyler is an Independent Investment Advisor (IAR) holding his Series 65 and Life Insurance licenses.

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Giving Back to People

The Shoe That Grows

Innovation and thinking big are two attributes we believe in. This is why when we saw "The Shoe That Grows," we knew we had to support this organization.

With humble beginnings, Kenton Lee set out to create a shoe that could solve a very big problem: Millions of children are barefoot and exposed to diseases and harm. A pair of shoes simply does not solve this issue. Why? Because children grow out of their shoes too quickly. With the help of Portland shoe designers, Kenton created the first shoe that literally grows with a child. This is game changing.

These shoes adjust five sizes and last five years, providing protection and health for children who need it the most. The shoe costs $15 to produce and thousands are already on the feet of children in Africa. We hope you will join us in supporting this incredible effort. theshoethatgrows.org