Our People

Selecting an investment advisor is an intensely personal decision. It is the beginning of a trusted, long-term relationship.

But achieving a goal as important as your financial future takes more than just one person…it takes a team of dedicated professionals, each focusing their special skills on the many details that will drive your financial success. Your team breaks down into four roles. Let me introduce them to you.

> Investment Advisors are your primary connection to us. Your advisor is your first resource for personal advice and your link to the many resources within StanCorp Investment Advisers.

> Financial Analysts provide portfolio management support to the Investment Advisors and assist you with ongoing needs.

The > Investment Research Team researches, selects and monitors all the investments we offer, ensuring that each one meets our strict quantitative and qualitative selection criteria. They create the universe of investments we offer.

The > Client Services Team is the glue in your portfolio. Responsible for overall account maintenance, the client services team assures that trades are executed, the paperwork is done and accurate reports are generated.