Deschutes Investment Consulting

Financial ServicesOregon, United States11-50 Employees

Deschutes Investment Consulting is an independent, SEC-registered investment advisory firm founded in 1997. Based in Portland, Oregon, it manages about $2 billion in assets for more than 200 corporate and individual clients, offering integrated retirement plan management and wealth advisory services.

Its corporate clients are typically regional Northwest-based firms that place a high value on employee benefits, and the firm specializes in 401(k) plan management and participant education across industries such as architecture, manufacturing, medical, and professional services. The firm supports individual clients ranging from company owners and executives to families and young professionals with comprehensive financial planning, investment management, insurance, and tax and estate strategies. In May 2026, Deschutes expanded its footprint by opening an office in Bend, Oregon, extending its services to Central Oregon.

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