Concentric Wealth Advisors: A Comprehensive Financial Services Firm
Established in 2015, Concentric Wealth Advisors (CWA) is a financial services firm founded by Paul, Anthony Marsland, and Government Portfolio Advisors, LLC (GPA). Based in Lake Oswego, Oregon, CWA specializes in providing downside protection to client portfolios while simultaneously participating in up markets through a full market cycle. With a combined experience of over 74 years in the financial markets, the team behind CWA is dedicated to offering investment services across a broad spectrum of investment vehicles.
As a founding partner, GPA plays a significant role in the success of Concentric Wealth Advisors. This Portland-based SEC-registered investment advisor became an owner in CWA and has agreed to provide sub-advisory services to the firm. With its two partners, Dave Westcott, CFA, and Deanne Woodring, CFA, GPA brings a wealth of knowledge and expertise in the area of fixed income investments. Both Westcott and Woodring carry the prestigious Chartered Financial Analyst (CFA) designation, which speaks to their commitment to excellence in the financial services industry.
Together, CWA and its affiliate, GPA, have more than $6 billion in assets under management and an additional $4 billion in assets under advisement. Since its inception, CWA has successfully provided upside participation and downside protection to its clients. The firm aims to offer diversification designed to perform across full market cycles, typically spanning a minimum of 5-10 years. This comprehensive approach allows clients to benefit from both traditional and alternative investment portfolios, which can add true alpha and be considered non-replicable by institutional consultants and investors.
Concentric Wealth Advisors is located at 16679 Boones Ferry Rd., Suite 115, Lake Oswego, Oregon 97035, US. To learn more about the firm's services and expertise, visit http://www.cwa8.com. With a strong foundation in financial services and a dedication to protecting and growing client portfolios, Concentric Wealth Advisors is poised to make a lasting impact in the financial services industry.