Paul P. Ortner

Role: CEO CIO at Concentric Wealth Advisors Llc
Location: Portland, OR, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Paul P. Ortner

CEO/Chief Investment Officer Lake Oswego, Oregon

Experience

CEO CIO
Concentric Wealth Advisors Llc
Oct 2015 — Present

Skills

Business Development
Trading
Strategy
Start-Ups
Dental Education
Business Strategy
Portfolio Management
Mergers & Acquisitions
Training
Marketing Strategy
Equities
Analysis
Management
Investments
Entrepreneurship
Leadership
Selling
Hedge Funds
Public Speaking
New Business Development
Strategic Planning
Dentistry
Executive Management
Customer Service
Sales Management
Sales
Marketing

Contact information

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Work email
•••••@cwa8.com
Personal email
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Current company

Concentric Wealth Advisors Llc

Financial Services · 1 employees · Founded 2015 · Lake Oswego, Oregon, United States

In 2015 Paul founded Concentric Wealth Advisors, LLC (CWA) with his partners, Anthony Marsland and Government Portfolio Advisors, LLC (“GPA”), a Portland, Oregon-based SEC-registered investment advisor. GPA recently became an owner in CWA and has agreed, upon effectiveness of our SEC registration, to provide sub-advisory services to CWA. GPA’s two partners, Dave Westcott, CFA, and Deanne Woodring, CFA, bring to CWA in excess of 74 years of experience working in the financial markets, specifically, in the area of fixed income investments. Both of them carry the most coveted financial designation, Chartered Financial Analyst or “CFA”. CWA and its affiliate, GPA, in the aggregate have more than $6 Billion in assets under management with an additional $ 4 Billion in assets under advisement. CWA was launched with the intent of providing downside protection to client portfolios in market selloffs while simultaneously having the ability to participate in up markets through a full market cycle. Both have occurred since inception. We have seen upside participation and downside protection. CWA offers investment services across a broad spectrum of investment vehicles, providing diversification designed to perform across full market cycles, a minimum of 5-10 years. The firm offers traditional and alternative portfolios, which aim to add true alpha and can be considered non-replicable by institutional consultants and investors.

cwa8.com

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About Paul P. Ortner

Experience

CEO CIO

Skills

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