consultant - marketing and client relations and executive coach at Washington Park Advisors - Portland, OR, US
Washington Park Advisors – an SEC Registered Investment advisor – was founded in 2016 in Portland, OR. Prior to founding WPA, the core team of Larry Frager, Paul Wittman, and Matt Schaefer were all part of Lateef Investment Management, a San Francisco-based firm, founded in 1975. With over $400m under management, Washington Park's clients range from individuals, corporations, profit-sharing plans, retirement accounts, trusts, foundations. Our purpose is to help preserve and grow our clients' money. For over 25 years, we've maintained a disciplined investment strategy, successfully navigating the pitfalls of market fluctuations. Our fundamental approach centers on quality investing while managing downside risk. We set ourselves apart by our accessibility and the attention given to each individual portfolio. By developing personal relationships with our clients and closely monitoring each portfolio, we've maintained trust and loyalty for nearly three decades.