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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 Q2 2022 – Wartime Vigilance

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
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Money Manager Video Series, 3rd Edition: An Interview with Jeffrey Sherman, DoubleLine Capital

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,
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MoneyMatters Market Update Q1 2022 – Hopeful Horizons

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.
Read More

Contact Us
Today

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