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 Vested. 

Planning for the future. Reflecting on the past. Standing with you along the way.

 

Focus, commitment, responsibility, results – these principles guide Phillips & Company in the diligent pursuit to meet our clients’ wealth management objectives. We leverage our collective experience to develop individualized investment plans that will drive the achievement of your goals over market cycles.

 

 

 

Phillips & Company offers a variety of Wealth Management services including:
Phillips In The News
PHILLIPS & COMPANY BRINGS HEALTHIER 401(k) PLAN TO AVAMERE - Friday, December 19, 2008

 

Avamere selects Phillips & Company's 401(k) plan

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Phillips Honored By Worth Magazine - Monday, November 03, 2008

 

Tim Phillips honored as one of the top 250 wealth managers in the country by Worth magazine.

(pdf link below)

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Chronicle of Philanthropy - Thursday, July 24, 2008

 

Article in the Chronicle of Philanthropy by CEO Tim Phillips

(pdf link below)

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Phillips & Company 401(k) Article in Oregonian - Tuesday, July 01, 2008

 

Front page Business section article on 401(k) services from Phillips & Company

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Registered Investment Advisor / Member FINRA
Member of SIPC. Securities in your account are protected up to $500,000.
Information regarding the Securities Investor Protection Corporation®, including a SIPC brochure,
may be obtained by contacting SIPC via its website at www.sipc.org or by telephone at (202) 371-8300.
1300 SW Fifth Avenue, Suite 2100 Portland, Oregon 97201 All rights reserved.

 
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