Mengis Capital Management, Inc.

Lindsay Fromhart is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, holding a Series 65 designation with 16 years of industry experience. She has been with Mengis Capital Management since 2009. Mengis Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on highly customized equity and income portfolios, combining fundamental and technical analysis, and delivers tailored solutions supported by written Investment Policy Statements reviewed annually.

Cynthia Aschbacher is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers tailored strategies supported by written Investment Policy Statements reviewed annually.

Michael Patterson is a CFA® charterholder with 18 years of industry experience. He has been with Mengis Capital Management, Inc. since 2007. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and uses mutual funds and ETFs selectively to complement direct holdings.

Michael Sorem is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 10 years of industry experience. He holds a Series 65 designation and has been with Mengis Capital Management since 2016, following four years at Spectrum Strategic Capital Management LLC. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios built through fundamental and technical analysis, using selective mutual funds and ETFs, and serves a relatively large asset base with concentrated, bespoke portfolios.

Martin Bats is a financial advisor at Mengis Capital Management, Inc. with a Series 65 credential and two years of industry experience. Before joining Mengis Capital Management in 2023, he held roles at Gorin Sports Inc., IMG Academy, Gonzaga University, Eastern Washington University, and Notre-Dame Des Anges. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes customized equity and income portfolios, combining fundamental and technical analysis, and offers written Investment Policy Statements reviewed annually.

Joseph Mengis is a financial advisor at Mengis Capital Management, Inc. in Portland, OR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mengis Capital Management since 2001. Mengis serves on several nonprofit boards, including The Park Academy for dyslexic children and the Portland Police Historical Society. Mengis Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm focuses on customized equity and income portfolios, combining fundamental and technical analysis, and offers services including retirement account advice and ERISA rollover decisions.