Services

Services
Koenig Investment Advisory equips you with the best advice possible, giving you customized annual statements outlining the performance of each portfolio as compared with industry benchmarks.

What We Can Do for You

  • Fee-based investment management
  • Investment review and counseling
  • Comprehensive financial plans
  • Custom retirement and distribution planning
  • College education planning
  • Investment performance calculation and reporting
  • Estate trust planning

Investment Products

  • Mutual fund investments
  • Individual stock investments
  • Exchange-traded funds (ETFs)
  • Master limited partnerships (MLPs)
  • Individual bonds

When implementing investment solutions, we focus on maximizing inflation adjusted returns, while minimizing down-side risks. Whether your goal is growing your portfolio or providing income in retirement, we consider your risk tolerance, time horizon, liquidity needs, and current market conditions when crafting a custom-tailored portfolio to meet your needs. We use a team-based service model that allows us to draw on the unique skill set of each member of our firm. With combined industry experience of over 50 years, Koenig Investment Advisory provides clients access to unparalleled advice and service.  All members of our team are licensed advisors, with Jeff having achieved his CERTIFIED FINANCIAL PLANNERTM certification.

Our office is happy to provide a free, no obligation review of your current accounts.  Topics covered would include composition of accounts, portfolio risk, yield, and fees charged, in addition to any areas of particular interest to you. Fee analysis includes management fees, commissions and trailers, as well as asset expense ratios.

High Net Worth Individuals

High Net Worth Individuals

Koenig Investment Advisory will get you on track to achieving your goals, whether your objectives are financial independence, retirement, college for your children or grandchildren, or disciplined asset building.
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Businesses

Businesses

Whether you’re a sole proprietor, partnership, LLC, S corporation, or nonprofit, you have many tax-saving options that allow you to save for retirement.
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Account Comparison

Fee Schedule

View Koenig Investment Advisory’s fee schedule.
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2019 © Koenig Investment Advisory, LLC | Website by Michaels & Michaels Creative, LLC | Photography by David Gibb

Koenig Investment Advisory, LLC is a registered investment advisor in the States of Oregon, Washington, California, and Colorado. Advisory firms with five or fewer client households are exempt from registration in such states. The advisor 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.