Mengis Capital Management

Mengis Capital Management, Inc. is a federally registered investment advisor with the SEC located in Portland, OR and manages over $800 million in assets. Launched in 2001 under the leadership of Jeff Mengis, the firm develops long-term relationships primarily with high-net worth individuals, foundations and pensions through trust, discipline, and responsiveness.

We specialize in tax-efficient individual equity and fixed income portfolio management. A strategic asset allocation model structured to provide optimal portfolio performance complements our individual equity process. Each portfolio is tailored to meet the individual needs of our clients.

• Fiduciary
• Independent
• Comprehensive
• Client-First Philosophy

• Fiduciary

  As fiduciaries, we are held to the highest standard of care, and are required to act in the best interests of our clients. Advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients. Fiduciaries adopt a code of ethics and fully disclose how they are compensated.

• Independent

  Mengis Capital Management is a fee-only registered investment advisor providing personalized financial guidance and direction for our clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. We are registered with the Securities and Exchange Commission (SEC).

• Comprehensive

  We work with clients to create integrated, efficient and personalized financial strategies and solutions. Clients trust us to carefully examine and streamline their financial lives by ensuring all moving parts fit together and are working efficiently and harmoniously. We proactively advocate for your goals while working with all associated professionals. In helping clients grow, preserve and transfer wealth, we tend to details without losing sight of the big picture.

• Client-First Philosophy

  Our firm was established to better serve our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and exceptional service.