Umpqua Investments, Inc.
Over Eighty five years in the making, Umpqua Investments, Inc. (Member: FINRA/SIPC) is a part of Umpqua Holdings Corporation (“UMPQ”). The Umpqua name stands for great integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.
Umpqua Investments is based here on the West coast, with an office in your community. This means we can get to know you on a personal basis. It means face-to-face meetings with a trusted partner rather than long-distance dialing to a call center three time zones away. It means relationships that span decades and generations, not just months or years.
We opened our doors in Portland, Oregon in 1928 and have thoughtfully and proudly served clients in the Pacific Northwest for over eight decades. Our heritage of achievement began as Strand, Atkinson, Williams & York and now continues as Umpqua Investments. We're a local investment services firm that delivers unsurpassed service and a common sense approach to investing.
As an independent company, we are not bound to in-house products, families of funds or a single investment approach. This allows us to create an innovative, personalized plan for each client – a plan that addresses your specific needs and goals without limitations.
Securities, managed investments and insurance products are:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • NOT A DEPOSIT OF ANY BANK • and MAY GO DOWN IN VALUE.
Stocks, Bonds, Mutual Funds and Managed Accounts, Financial, Retirement and Estate Planning, Life Insurance and Fixed and Variable Annuities
Portland, Oregon, United States