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Bryn Torkelson
Directeur Général chez
Deschutes Portfolio Strategy LLC
Profil
Mr. Bryn H.
Torkelson is a President & Chief Investment Officer at Deschutes Portfolio Strategy LLC.
He has more than 40 years of investment industry experience, including deep roots on the investment advisory side with institutional investors, family offices, foundations, and individuals.
He oversees our firm’s investment research and is the head of our investment committee.
Bryn led the launch of our first mutual fund offering in 2012 and our second mutual fund offering in 2020.
Prior to founding Matisse Capital, Mr. Torkelson as senior vice president, managing partner, and perennial Chairman’s Club member at Dain Bosworth, Inc. (a former NYSE company), where he worked for 10 years.
He started his investment career in 1981 at Smith Barney Harris Upham in Seattle.
He later moved to Boetcher & Co. and became a limited partner prior to the firm’s acquisition by Kemper.
A native Oregonian, he attended the University of Oregon and received a Bachelor of Science in Finance in 1980.
Bryn is registered as an Investment Advisor Representative in the State of Oregon.
He attended the University of Oregon and received a Bachelors of Science in Finance.
Postes actifs de Bryn Torkelson
| Sociétés | Poste | Début |
|---|---|---|
Deschutes Portfolio Strategy LLC
 Deschutes Portfolio Strategy LLC Investment ManagersFinance Matisse’s investment style and philosophy is influenced by the basic investing principles of Modern Portfolio Theory (MPT) and the efficient frontier. The majority of their advisory client portfolios are built using traditional open-end mutual funds and ETFs, with a primary focus on portfolio diversification, asset allocation weightings, and keeping fees down. | Directeur Général | 01/01/1997 |
Anciens postes connus de Bryn Torkelson
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 09/08/2011 |
Dain Bosworth, Inc.
 Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Corporate Officer/Principal | 28/02/1997 |
Boettcher & Co.
 Boettcher & Co. Finance/Rental/LeasingFinance Operates as a finance company | Corporate Officer/Principal | - |
Deschutes Investment Advisors, Inc.
 Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships. | President | - |
Formation de Bryn Torkelson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Boettcher & Co.
Boettcher & Co. Finance/Rental/LeasingFinance Operates as a finance company | Finance |
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships. | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Matisse’s investment style and philosophy is influenced by the basic investing principles of Modern Portfolio Theory (MPT) and the efficient frontier. The majority of their advisory client portfolios are built using traditional open-end mutual funds and ETFs, with a primary focus on portfolio diversification, asset allocation weightings, and keeping fees down. | Finance |
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