EISRC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,565,645
Total clients
12
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$380,470
About
The firm provides fee-based investment advisory and financial planning services to individual investors (including high‑net‑worth) as well as institutional clients such as corporate pension and profit‑sharing plans, foundations, endowments, and state and municipal entities. It offers custom portfolio management on both discretionary and non‑discretionary bases and also provides standalone financial planning engagements.
The investment approach is split between a low‑cost, passively managed index ETF strategy with periodic rebalancing and an active strategy that uses individual stocks, bonds, ETFs and other instruments. The active strategy is informed by the firm’s proprietary research and software models, and it may incorporate small‑ and micro‑cap or thinly‑traded securities, options‑based hedging, and other derivative techniques to implement client‑specific themes and risk management.
What is uncommon for a firm of this scale is its willingness to manage institutional mandates and to design customized, institution‑grade active strategies — including hedges for concentrated executive positions and synthetic exposures — that many small independent advisers do not offer. The firm also notes use of non‑traditional information sources alongside traditional research, and it monitors portfolios daily with formal client reviews at regular intervals.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $2,000,000: 0.50% annually (Index Fund Portfolios) $2,000,000+: 0.40% annually (Index Fund Portfolios) $0 - $5,000,000: 1.0% annually (Active Strategy Portfolios) $5,000,000+: 0.90% annually (Active Strategy Portfolios)
Financial planning hourly rates ranging from $75 to $300 depending on complexity.
Account minimum: $100,000 Fee-only: Hourly financial planning fees ranging from $75 to $300 per hour, with one hour minimum billing after a free initial consultation.
Main office location
EISRC
Newberg OR, United States
Number of offices
1
Most active in
EISRC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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