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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

Money Manager Video Series: An Interview with Tony Crescenzi, PIMCO

Welcome to our Money Manager Video Series. Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and
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MoneyMatters Market Update – Putting 2020 in the Rearview and Setting A Course for 2021

Putting 2020 in the Rearview and Setting A Course for 2021 2020 was a long, difficult year and our hearts go out to the families who suffered losses due to
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WealthInsights – What is Medicare’s “IRMAA,” and why you should care

What is “IRMAA?” When spoken aloud, “IRMAA” sounds like it should be a who rather than a what, perhaps an elderly aunt or second cousin. It certainly does not evoke
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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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