1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Call to find out how we can help you meet your financial goals!
503-225-9393 or 800-328-1956
Rob Walker
Senior Vice President – Investments
Investment Advisor Representative
Has there been a more uncertain time than what we are facing today? Is it time to re-evaluate what you’re doing to protect your capital while also taking advantage of the changes occurring in our global economy?
Drawing upon my 25 years in the investment industry, I’ve tested and refined an active management approach to investing that identifies macro changes in market trends. This proprietary system is especially important when deciding how one’s investments should be allocated in uncertain times.
Besides my proprietary active management service, personalized consulting is what sets me apart. You need a competent person you trust and can talk with to understand your options and the actions you should take. Together we can plan and review your progress—as often as you need.
Investment Expertise
I hold a finance degree from Oregon State University's College of Business and have dedicated over 25 years to assisting clients with their investment needs. Beyond my professional life, I'm engaged in family activities, enjoying water skiing during summer and snow skiing in winter.
My objective is to enhance your wealth and income while maintaining risk at a comfortable level. Let go of your worries and trust in my extensive experience, knowledge, and integrity. I'm passionate about my work and eager to develop a tailored investment strategy for you.
Move past the transient relationships with brokers; it's time for a lasting partnership that transcends mere profits. I'm committed to your long-term success.