September 27, 2016 2:10 PM ET

Capital Markets

Company Overview of Windermere Investment Associates, Inc.

Company Overview

Windermere Investment Associates, Inc. (WIA) is an Oregon-based investment advisor that has about $3 billion in assets under management. The firm offers investment services to high net worth individuals and institutions. WIA was founded in 1997 and is based in Portland, Oregon.

121 SW Morrison

Suite 925

Portland, OR 97204

United States

Founded in 1997





Key Executives for Windermere Investment Associates, Inc.

President and Managing Principal
Age: 73
Senior Research Associate and Director of Asset Allocation
Compensation as of Fiscal Year 2016.

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