Eric
Boughton

Matisse Capital

CRD#4575239
Investment Advisor
in Portland, OR

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About this Advisor

Eric Boughton is a financial advisor based in Portland, Oregon, working with Matisse Capital. Eric has previously held a position at Deschutes Investment Advisors, Inc. Eric has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Eric is part of Matisse Capital, which operates out of Portland, Oregon. The firm has 10 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Matisse Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15350 Sw Sequoia Pkwy Suite 260
Portland, OR 97224

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Matisse Capital Brokerage Details

Total Assets Under Management

$1,356,007,202

OR Average: $1,120,203,312
Total Number of Employees

10

OR Average: 50
Total Number of Accounts

750

OR Average: 1,309
Average Account Size

$1,808,010

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Boughton Work History

2006 - Present (18 years)

Deschutes Investment Advisors, Inc

Disclosures

Please visit the SEC profile of Eric Boughton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Matisse Capital

Corrie Oliva
Portland, OR
Rebecca Wei
Portland, OR
Niklas Torkelson
Portland, OR
Eric Boughton
Portland, OR
Axel Flichtbeil
Portland, OR
Bryn Torkelson
Portland, OR
Daniel Sholian
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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