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Invest With Purpose

Invest for the rest of your life




 

What defines a successful investment experience?

Investing is about providing you the means to realize your lifetime goals. It’s that simple. And yet, investing is also hard. It’s hard to overcome a sea of distractions, forever threatening to swamp your purposeful plans.

When you work with us, we’ll cut straight to the point of investing: How do your investments apply to you and your life? We’ll show you how to patiently pursue expected returns, while managing the risks involved. By wrapping efficient investing around your greatest personal goals, we’ll help you filter out the noise and make relevant financial decisions … for you. 



Designing Your Investment Strategy

We consider multiple factors:


Bag of Money Icon | Vancouver, WA | Fort Vancouver Investment Management LLC.Cash Flow

Quantify your wants and needs – during your career and into retirement; accumulate and withdraw sustainable wealth accordingly.

Parking Cone Icon | Vancouver, WA | Fort Vancouver Investment Management LLC.Risk

Determine the risk factors most pertinent to your unique situation.

Tax Form Icon | Vancouver, WA | Fort Vancouver Investment Management LLC.Taxation

Minimize wealth lost to taxes.

Globe With Connected Dots Icon | Vancouver, WA | Fort Vancouver Investment Management LLC.Structure

Invest efficiently by holding positions across global markets and among expected sources of risks and returns.

Pie Chart Icon | Vancouver, WA | Fort Vancouver Investment Management LLC.Rebalancing

Disciplined care to keep your investment plan on course as markets shift.



Man Chatting At Computer | Vancouver, WA | Fort Vancouver Investment Management LLC.

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