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Crestline Capital, LLC is an independent financial advisory firm. We help people create a sensible plan for their finances and invest their money appropriately. By working individually with each client, we are able to focus on what is important to them, identify and discuss their options, and then customize and implement a plan to help them achieve their goals.
We think there are some unique benefits for clients:
 
  •  Judgment- we have a wide breadth of financial experience gained over a long period of time
  •  Independence- we work directly for each client to pursue sensible outcomes
  •  Responsiveness- we limit the number of clients we work with and are attentive to each client 
  •  Objectivity- we provide an unbiased, experience perspective
 
We have always had a simple goal- to help clients succeed by understanding their situation, communicating with them in a straightforward and understandable way, and being there as a dependable long-term advisor.    
 
 
Our clients prefer to work with us because we help them make smart decisions and we help them simplify their lives. We follow a sound investment philosophy. We create investment portfolios that they understand. We are always there to personally answer their questions. We avoid the big mistakes. We keep costs reasonable. We think this is a better way.
Crestline Capital, LLC is an independent investment advisory firm located near Portland, Oregon. We specialize in working individually with clients to solve their investment challenges. Do you remember the phrase, “the client comes first”? You don’t hear it anymore. Wall Street got greedy and clients suffered the consequences. We are different. We grew up on Wall Street at a time when your word was your bond and you put the client first. We still believe that.
Our clients prefer to work with us because we help them make smart decisions and we help them simplify their lives. We follow a sound investment philosophy. We create investment portfolios that they understand. We are always there to personally answer their questions. We avoid the big mistakes. We keep costs reasonable. We think this is a better way.Crestline Capital, LLC is an independent investment advisory firm located near Portland, Oregon. We specialize in working individually with clients to solve their investment challenges. Do you remember the phrase, “the client comes first”? You don’t hear it anymore. Wall Street got greedy and clients suffered the consequences. We are different. We grew up on Wall Street at a time when your word was your bond and you put the client first. We still believe that.
Our clients prefer to work with us because we help them make smart decisions and we help them simplify their lives. We follow a sound investment philosophy. We create investment portfolios that they understand. We are always there to personally answer their questions. We avoid the big mistakes. We keep costs reasonable. We think this is a better way.
Crestline Capital, LLC is an independent investment advisory firm located near Portland, Oregon. We specialize in working individually with clients to solve their investment challenges. Do you remember the phrase, “the client comes first”? You don’t hear it anymore. Wall Street got greedy and clients suffered the consequences. We are different. We grew up on Wall Street at a time when your word was your bond and you put the client first. We still believe that.
Our clients prefer to work with us because we help them make smart decisions and we help them simplify their lives. We follow a sound investment philosophy. We create investment portfolios that they understand. We are always there to personally answer their questions. We avoid the big mistakes. We keep costs reasonable. We think this is a better way
 
Michael A. Moore
(503) 635-4457 - Office   |   (503) 708-2982 - Cell
 
 
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DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securiteis or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication or future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE. 

CC_image_topper.gif, 11 kB

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securiteis or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication or future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.