Financial Advisers in Portland, OR

Wealth Management, Bar Graph Meeting Photo - MKG Financial Group, Inc.

At MKG, our primary work involves the active investment management of stock and fixed income portfolios for our clientele.

What We Do

We study and understand the global economy, research and analyze market trends, and track company/industry performance to determine what combination of securities will comprise our market holdings. Along with that, we manage stock portfolios with long-term strategies and communicate the solid reasons behind our choices to our clients.

As financial advisers, we give secure access to our clients for their monthly reports, including live tracking of current stock holdings and up-to-the-minute market data and resources. Our clearing firms, TradePMR and Wells Fargo Clearing Services, provide our clients with daily account reconciliation, mailing of trade confirmations, as well as monthly, quarterly, and annual client statements. Clients also have access to the brokerage and custodial services provided by TradePMR.

Who We Serve

The clients that we serve at MKG Financial live in nine states in the Pacific Northwest. Our average client is a high net-worth individual with more than $100,000 in investable assets. It is often that our clients are individuals who are working with us to provide long-term growth and stability for their savings. We work with a variety of individuals and businesses. Perhaps you are saving for your child’s education or designing the growth of your business. Maybe you are planning for retirement or just simply managing wealth. Whichever the case may be for you, we are more than happy to help.

As a public service, MKG Financial Group, Inc. hosts free informational seminars on market conditions and trends. We also write non-client versions of our Quarterly Market Commentary Reports, as well as regular entries over on our MKG Blog.

Contact us for more information or to reserve a spot in our next workshop.

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