INVESTMENT MANAGEMENT PROFESSIONAL. SEASONED. ACTIVE.

We work directly with individuals and families, their trustees, personal fiduciaries, and with non-profits and charitable foundations.

We believe that markets are not always efficient and that portfolios should not be passively invested. We research companies, actively select securities, and dynamically manage portfolios with investment characteristics designed for changing economic and market conditions.

FUNDAMENTAL

Research

We use fundamental research to identify high-quality companies with favorable growth prospects in growing markets

Active

Security Selection

We actively select securities with attractive return-risk profiles and build diversified portfolios with intentional investment exposures.

Dynamic

Portfolio

We dynamically manage investment portfolios over economic and market cycles, seeking capital gains when appropriate and always mindful of income + capital preservation.

How we work with you

We Manage Customized Investment Portfolios

We build investment portfolios customized for each client’s life goals, investment objectives, and risk tolerance. We work closely with individuals and families, their trustees, personal fiduciaries, and with institutions, family offices, non-profits and charitable foundations. We serve clients who desire something other than a standardized “one size fits all” approach. 

Our Philosophy & Values

We Believe in Active and Dynamic Investment Management

We believe that markets are not always efficient and that portfolios should not be passively invested. We research companies, actively select securities, and dynamically manage portfolios with investment characteristics designed for changing economic and market conditions.

Why work with us

We are a Seasoned Fiduciary

We have over twenty years of experience in researching and managing portfolios for institutions and individuals. Our professional experience spans multiple economic cycles and both bull and bear markets. We bring that perspective to our fiduciary role as your investment manager.

Contact

Get In Touch

We’d like to hear from you. Please use the form below to get in touch. Do not use this form to transmit directions or inquiries on existing client accounts.

LAURELHURST ASSET MANAGEMENT

We manage investment portfolios. We work directly with individuals and families, their trustees, personal fiduciaries, institutions, non-profits and charitable foundations.

Contact

Get In Touch

Laurelhurst Asset Management
1001 SE Water Ave, Suite 217
Portland OR 97214
503-206-8773

johnliu@laurelhurstasset.com