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For A Personal
Wealth of Reasons

For A
Personal
Wealth of
Reasons

We’re not just stocks

and bonds. We’re

Personal Investment

AdvIsOrs

Roehl & Yi is an independent wealth management firm located in Eugene, Oregon, serving high-net-worth individuals and qualified retirement plans across the West Coast.

We are your

lifelong partner

in private wealth

We support individuals in the planning and management of their wealth, investments, risk, life, and legacy, while also partnering with those who manage foundations, endowments, and retirement plans.

A brokerage house portfolio is like getting a prefab home

A Roehl & Yi portfolio is a custom home

You have earned

a portfolio that is

tailored to you.

We pride ourselves on our defining qualities—we are experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own attorneys and accountants.

Insights

MoneyMatters Market Update Q4 2021 – Navigating Uncharted Waters

To download our Q4 2021 MoneyMatters brochure, click here It has been nearly two years since the pandemic began, and finally there are indications that a global recovery is on
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Money Manager Video Series, 2nd Edition: An Interview with Daniel Davidowitz, POLEN CAPITAL

[Second Edition] Money Manager Video. Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and people. After
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MoneyMatters – Inflation: Causes and Impacts

Ketchup packets are generally not considered a luxury item, but notably packet prices have risen by 13% over the last year and restaurants are scrambling to keep them in stock
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Contact Us
Today

To begin a conversation about our strategic and personalized approach to wealth management, contact us today.
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