STANCORP INVESTMENT ADVISERS, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 110228
- Registered since
- July 31, 2000
- Website
- www.standard.com
- Custodians
- RELIANCE TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans79.83%
- Individuals14.48%
- Charitable Organizations3.57%
- State / Municipal Government2.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Stancorp Investment Advisers, Inc. is an SEC-registered corporate investment adviser first registered in 2000. The firm serves both individual/family and institutional clients and provides fee arrangements that include percentage-of-AUM billing, fixed fees and other fee structures. Its core advisory work covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional and business portfolios, and pension consulting. The firm is not flagged as an active ESG investor and its profile lists both broker-dealer and insurance company affiliations as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Other10%
- Private Funds4%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2CHARLES LIM
COOCRD 5039063
DONNA BARTLETT
Chief Compliance OfficerCRD 1813672
Contacts
3 of 75RICHARD ROCCO
Relationship ManagerCRD 2710803
KEITH NILSEN
Sr. Regional Investment AdvisorCRD 1572362
THOMAS SIMPSON
Vice President, ControllerCRD 6378895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 1100 SW 6th Ave
- Time zone
- PT (UTC-8)
- Office locations
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