About
For more than two decades, Koenig Investment Advisory has been advising private investors, trusts, and small businesses on the wisest ways to invest their valuable resources.
An independent investment advisory firm, Koenig Investment Advisory belongs to a class of financial services firms known as Registered Investment Advisors. As a Registered Investment Advisor, Koenig Investment Advisory is licensed and regulated by the Securities and Exchange Commission (SEC).
We understand each client has unique needs, and we provide custom-tailored solutions based on your specific goals, objectives, and concerns. We strive to anticipate your needs and exceed your expectations.
Unlike stockbrokers, we have no proprietary products to sell. As an investment advisor, Koenig Investment Advisory has a fiduciary duty to operate with our clients’ best interests in mind. We provide complete disclosure of all fees, operate without conflict of interest, and if authorized, use our discretion to select and acquire client investments.
We walk the talk. Our performance excellence and reputation depend on professional integrity and ethical acts. Our company values include investing our own assets in the same stocks and funds as the portfolios we manage.
We’re here for the long haul. Committed to serving as your financial partner for years to come, Koenig Investment Advisory stays on the pulse of the economy, continually honing in on the most successful strategy to achieve your long-term goals.
While our office is located in Medford, Oregon, we make weeklong trips to meet with our many Seattle clients each quarter. Koenig Investment Advisory, LLC is a registered investment adviser in the States of Oregon, Washington, California, and Colorado. Advisory firms with 5 or fewer client households are exempt from registration in such states. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
To learn more about how your assets are protected, see the Insurance Coverage section of our website.
Why Koenig?
Investing is a science. It takes skill, research, and a track record of investing to know the signs of future performance.
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Performance Excellence
Guided by an investment process that has produced consistent performance, we aim to maximize risk-adjusted returns. Koenig Investment Advisory reports performance in easy-to-understand quarterly reports that include dollars, percentages, and relationships to industry benchmarks.
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Professional Integrity
We act with a strong sense of personal accountability to our clients. We do not earn any commissions on the investments we utilize. This allows us to choose the best possible investments for you without being constrained by commission concerns.
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Long-Term Relationships
You will enjoy a one-on-one relationship with a principal of our firm through regular, ongoing interactions. We are a small boutique firm that delivers proven asset allocation strategies, personal service, and above-average returns.
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Our Approach
The rearview mirror approach rarely leads to outperforming the market. That’s why we apply a forward-looking approach to investing. Koenig Investment Advisory is always anticipating which investments will do best over the next two to three years.
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Who We Are
We are passionate about finance. We constantly stay on the pulse of the economy as patterns shift around us.
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Greg Koenig
Bringing over twenty-six years of experience in the investment management profession, Greg Koenig first began working in the financial services field in 1985.
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LorrieAnne Miller
LorrieAnne Miller graduated from the University of Oregon with a bachelor’s degree in mathematics.
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Q&A
Q: When did you first become interested in the world of finance? Can you trace this passion back to your childhood?
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FAQ
We’ll start by asking you a question: How have your investments performed over the last several years?
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Insurance Coverage
Our client accounts enjoy a robust combination of insurance protection from SIPC and NFS/Fidelity.
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Resources
Koenig Investment Advisory uses a variety of research material and technical analysis sources to assist in our decision making. We subscribe to several tools, including Daily Graphs Online, Argus Research Company, Morningstar, and Value Line.
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Creatives
Meet the team behind the website.
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