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 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.
The first quarter of 2022 was turbulent for both equities and bonds as the world began to adjust to the realities of a new war in Europe and its impact
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 all our analysis is conducted,
As the New Year is upon us, on behalf of everyone at Roehl & Yi, we would like to express our sincerest gratitude to both our employees and our clients.