What departments does Financial Investment Team have?

Financial Investment Team has employees across 2 departments including Program & Project Management, Administrative.

What is the largest department at Financial Investment Team?

The largest department at Financial Investment Team is Program & Project Management with 1 employees.

Where are Financial Investment Team employees located globally?

Financial Investment Team has employees across 3 continents and 3 countries including India, France, United States Of America.

How has Financial Investment Team's team size changed over time?

Financial Investment Team's team has decreased from approximately 10 to 9 employees based on available data.

Financial Investment Team Employee Directory

Financial ServicesOregon, United States11-50 Employees

The Financial Investment Team is a financial services firm based in Portland, Oregon, specializing in direct asset management for clients seeking personalized guidance. It aims to deliver a comprehensive, flexible financial plan tailored to individual needs, guided by a framework built around eleven wealth-management strategies. The firm emphasizes responsible investment decisions across financial, social, and moral dimensions, seeking to act as a trusted advisory partner.

The company also prioritizes client education and engagement through an open-door policy, events, and clear communication. Its service offering covers retirement planning and accounts such as IRAs and 401(k)s, as well as estate planning, life and disability insurance, long-term care, annuities, college savings, and related financial planning. The organization identifies itself as a small to mid-sized team operating from Portland.

Financial Investment Team Global Highlights

North America
15

United States Of America
15

Asia
2

India
2

Europe
1

France
1

Financial Investment Team's Leadership

J. H.
Portfolio Manager
Mobile Phone
Email
M. L.
Office Manager
Mobile Phone
Email

Financial Investment Team Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Financial Investment Team

Name

Title

Contact Info

Location

Last Update

J. H.
Portfolio Manager
Mobile Phone
Email
Oct 22, 2024
M. L.
Office Manager
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Financial Investment Team known for?

Financial Investment Team was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-906-****

. Explore Financial Investment Team's company overview page for more information.

What is Financial Investment Team's most common email format?

Financial Investment Team employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Investment Team email formats with LeadIQ.

How many employees does Financial Investment Team have currently?

Financial Investment Team has approximately 12 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Financial Investment Team's key employees and leadership?

As of July 2026, Financial Investment Team's key employees include:

Portfolio Manager: J. H.
Office Manager: M. L.

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Financial Investment Team Employee Directory

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