Selecting an investment advisor is not a decision to be taken lightly. This important relationship can span decades and help set you on the path to financial well-being.
Each advisor brings much more than his or her skills to the relationship. Your advisor relies on a team of dedicated professionals, each with an area of specialization, to support you.
Your advisor is your first resource for personal advice and your link to the many resources within StanCorp Investment Advisers.
Financial planning associates provide portfolio management and planning support to advisors and assist you with service needs.
The client services team supports your advisor by keeping your account current. Responsible for overall account maintenance, the client services team assures that trades are executed, paperwork is completed and accurate reports are generated.
Our investment research professionals research, select and monitor all the investments we offer, ensuring that each one meets our strict quantitative and qualitative selection criteria. Your advisor uses recommended investments to create your portfolio.