The Lam Group, Inc. is an SEC-registered investment advisory firm based in Lake Oswego, OR.

We specialize in providing investment advice and management for taxable high-net worth individuals, as well as providing consulting services for foundations, endowments and select institutions.

Our investment advisory and management services are focused on the design and management of investment portfolios matched to the return objectives and risk tolerances of our clients. Our investment philosophy is based on asset allocation planning, investment manager research and selection, and the minimization of taxes and transaction costs.

 

 


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