Welcome to Filigree Advisors, an independent, privately owned wealth management firm. We develop unbiased, customized financial solutions for individuals and families who do not have the expertise or time to do so on their own. Filigree’s single focus is our clients. Because we receive no other compensation than from our clients – we are free to tailor advice specific to each client, free of conflict or outside influences. The word “Filigree” refers to an ancient style of artisanship that has been described as “difficult to create” and “painstakingly finished by hand.” In our view, the Filigree name is the perfect representation of our client-centered philosophy of wealth.

The Filigree Commitment

Commitment

SIMPLE IS BETTER THAN COMPLEX

Filigree was formed to serve our clients as we would serve our friends and families. We believe that everyone should have investment portfolios built around their goals. We believe that your investment advisor should be committed and accountable to their clients. As fiduciaries, we put our clients interests ahead of ours. We don’t like surprises and neither do you. We believe in complete transparency, especially as it relates to fees associated with our clients investments.

Simple is better than complex.

We want to simplify your financial life so that you can enjoy your wealth rather than administer it.

The Filigree Way

Philosophy

For Filigree to succeed, our clients must succeed. We build investment portfolios based around client goals. Sounds simple, but to accomplish this we need to first understand our client’s assets, goals and dreams.

Our process allows us to track and report on a broad range of assets and then integrates investments into a customized strategy. Our investment philosophy is based upon a basic assumption that markets generally do work and that risk and return are related.

It’s our job as your advisor is to align your investment portfolio with your goals and let the capital markets work for you. We use asset allocation and location to diversify risk and enhance return. Fees are your enemy. We believe our time is well spent focused on minimizing investment costs and taxes that can be devastating to a portfolio over time.

THE FILIGREE TEAM

chris-dudley

CHRIS DUDLEY

PARTNER

sarah-pearce

SARAH PEARCE

DIRECTOR OF WEALTH SERVICES

Get in touch

Contact Us

  • 201 B Avenue, Suite 290
    Lake Oswego, Oregon 97034
  • 503 496 3230
  • Do you know the amount of risk your current portfolio has?
    Click on this link for a free portfolio risk evaluation.