MATISSE CAPITAL

15350 Sw Sequoia Pkwy
Suite 260
Portland, Oregon 97224
Tel: 503-210-3000

About MATISSE CAPITAL

MATISSE CAPITAL, formally registered with the SEC as MATISSE CAPITAL. The firm was established in 11/23/2010. They have over 1 offices throughout the country.

MATISSE CAPITAL is a Portland, Oregon based Financial Planning firm with nearly $1,356,007,202 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155424
SEC#	801-72004
Assets Managed by Firm	$1,356,007,202
No. of Clients	750
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$1,356,007,202
Individuals (other than high net worth individuals)	231	$101,468,730
High net worth individuals	74	$268,638,295
Pension and profit sharing plans	42	$687,537,288
Charitable organizations	11	$131,337,153

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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