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WELCOME

 
Crestline Capital, LLC, is an independent investment advisory firm that works with individuals to help them invest their money successfully. We implement a customized investment plan for each client, and report on the results in a way that is easy to understand. Our clients look to us to help them prepare for the expected and be protected against the unexpected in their financial lives. Whether the “destination” is a sound retirement income strategy, a well-thought-out, understandable investment plan, or the ability to leave a lasting legacy, we help our clients achieve their goals.    
 
We work with people who do not want a big firm that uses a cookie-cutter approach with each client, but instead want a collaborative effort in developing a customized investment plan and are interested in a long-term relationship. One look at an overly complex financial plan or a lengthy brokerage account statement will tell you that financial advice can be unnecessarily complicated and confusing. When looking for help at larger firms, people often walk away more unsure about what to do. At Crestline Capital, LLC we believe in a simpler investment plan, based on leading academic research and with reasonable and transparent costs. Unlike many large firms, we’re more focused on hitting the target than just shooting arrows. We want to help you create an investment plan that makes sense for your situation and is easy to understand so that you can achieve your goals and have a successful investing experience. 
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.