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Touchstone Investment Managers LLC (Portland)


Touchstone Investment Managers LLC is a large advisory firm based in Portland. It manages $191.48 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New York and Oregon.

Touchstone Investment Managers provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Touchstone Investment Managers: assets under management

The assets under management (AUM) of Touchstone Investment Managers LLC is $191.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $191.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Touchstone Investment Managers LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Touchstone Investment Managers LLC performs its advisory services is located at 920 Sw 6 Th Street, Portland, OR 97204, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-552-6720 or by fax 503-552-6730. The normal business hours are 6:30a.m. to 3:00p.m. on Monday - Friday.


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