Timberline Investment Management, LLC

Timberline Investment Management provides discretionary investment management to individual and institutional clients, managing roughly $94.8 million across about 39 accounts. Services include tailored allocations across common stocks, mutual funds, ETFs and fixed income for taxable, retirement, trust, corporate retirement and nonprofit accounts, plus portfolio accounting, administrative assistance and quarterly portfolio reports.

The firm follows a long-term investment philosophy and offers a distinct Timberline Dividend & Growth strategy that emphasizes dividend-paying stocks as a core return and income component. Security selection for equities uses a documented four-point scoring process (valuation, earnings outlook, key fundamentals, and price momentum), and Timberline also employs investment-grade bonds, diversified funds and asset-allocation approaches as appropriate.

Compared with many independent advisors, Timberline discloses performance information — including predecessor performance references in its materials — and provides regular written reporting, practices that are less common among peers. The firm also accepts institutional engagements such as retirement plans, foundations and charitable organizations and serves as a subadvisor/model manager, and allows its personnel to invest alongside clients in the Timberline Dividend & Growth strategy.