Fort Vancouver Investment Management, LLC

EST. AUM
$237,124,472

CONTACTS

CLIENT ACCOUNTS
586

Firm Details

Metro area Portland, OR
CRD Number 157019
Website fortvancouverim.com
Client types

Overview

Fort Vancouver Investment Management, LLC is an independent, fee-only registered investment adviser based in Vancouver, Washington. Founded in 2011, the firm operates under a strict fiduciary standard, offering guidance aimed at achieving lifelong financial independence for individuals and high-net-worth families. Its investment philosophy is evidence-based and rooted in Modern Portfolio Theory, emphasizing low-cost, globally diversified portfolios—primarily using institutional no-load mutual funds and ETFs—rather than speculative market timing. The firm provides a comprehensive suite of services, integrating discretionary portfolio management with financial planning, retirement income strategies, and tax-aware investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fort Vancouver Investment Management, LLC

Platform Details

Investment Preferences

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