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Investment Property Advisors Inc

Portland, Oregon, United States

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General Info:

Evergreen Financial Advisors, Inc Evergreen uses the research of Dimensional Fund Advisors Inc, applying academic research to the practical world of investing. Commitment to service Evergreen is committed to providing continuous service to our clients: regular meetings, high quality performance and portfolio reporting, and efficient portfolio rebalancing and management. Nelson Rutherford, CPA/PFS, CFP , is president of Evergreen Financial Advisors and the managing partner of the CPA firm Alten Sakai & Company, LLP. He has worked in the areas of individual tax planning and preparation, retirement plan design and consulting, and personal financial planning since 1975. A Certified Financial Planner, Nelson was a shareholder in the registered investment advisory firm, Wealth Management, Inc from 1999 through May 2004. Nelson has a B.S. in Business Administration and is a member of the American Institute of CPAs, the Oregon Society of CPAs, and the Financial Planning Association of Oregon and SW Washington. Evergreen works with individuals, trusts, estates, charitable organizations, corporations and other business entities, pension and profit sharing plans. Evergreen believes investors should not only diversify across securities within an asset class, but also across asset classes themselves. Many of our clients opt for a full range of strategies:

Other Information:

Specialties: Investment Property, Income Property, Commercial & Business Property

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