TIMBERLINE INVESTMENT MANAGEMENT, LLC

Overview

Timberline Investment Management, LLC is an individually owned adviser that focuses on portfolio management for individuals, families and small businesses. The firm runs primarily discretionary mandates and favors publicly traded equities as its core exposure. Its business model includes selecting third‑party managers on behalf of clients and producing periodic written market commentary or newsletters, which suggests a mix of direct portfolio management and curated manager allocations. Fee arrangements include a percentage of assets under management and hourly charges. Timberline does not identify itself as an active ESG investor, it is not positioned as a multi‑state adviser, and it does not provide pension consulting. As a capital allocator, the firm concentrates client capital into exchange‑traded instruments and mutual fund vehicles, using third‑party managers when a strategy calls for external expertise.

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Location & Offices