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Independent Investment Advisors Receives 2023 Best of Portland Award – Financial Planner

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Press Release: Independent Investment Advisors has been selected for the 2023 Best of Portland Award in the Financial Planner category by the Portland Award Program.

FOR IMMEDIATE RELEASE

Independent Investment Advisors Receives 2023 Best of Portland Award

Portland Award Program Honors the Achievement

PORTLAND January 22, 2023 – For two consecutive years, Independent Investment Advisors has been selected for the 2023 Best of Portland Award in the Financial Planner category by the Portland Award Program.

Each year, the Portland Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Portland area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2023 Portland Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Portland Award Program and data provided by third parties.

About Portland Award Program

The Portland Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Portland area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Portland Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

SOURCE: Portland Award Program

CONTACT:
Portland Award Program
Email: PublicRelations@businesses-honor.com
URL: http://www.businesses-honor.com

Independent Investment Advisors Receives 2023 Best of Portland Award
Independent Investment Advisors Receives 2023 Best of Portland Award

Independent Investment Advisors Receives Financial Advisory of the Year – Oregon Award

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PORTLAND October, 2022 — Independent Investment Advisors has been selected for the 2022/23 Financial Advisory of the Year | Oregon by the Corporate Livewire and LTG / USA Prestige Guide

Press Release

FOR IMMEDIATE RELEASE

USA Prestige Guide Financial Advisory Award

From the publisher:

“Each year, USA Prestige Guide identifies companies they believe have achieved exceptional success in their local community. We invite both readers and contributors to the Corporate Livewire and LTG publications to put forward companies, products, services, and individuals who they feel are deserving of recognition. We ask each nominee to submit supporting information for their chosen category and our panel of judges ultimately pick a winner in each area.  Over the last 16 years our awards have run on an international basis. In 2017 we introduced our regional awards to recognize smaller, independent businesses that are extremely successful on a local or national level.“

Based in Portland, Independent Investment Advisors is an independent fiduciary registered investment advisor with expertise in financial planning, investment management and financial advice. Their mission is to provide the highest quality, reliable fiduciary financial advice and help clients define and attain their goals. The team of highly qualified professionals work with a limited number of clients, which translates into deeper and more intimate relationships, customized financial plans, portfolios and risk management programs and better results across the board. Founder and principal advisor, Goran Ognjenovic, has spent more than 20 years working in active roles within financial planning and investments.

“THE TEAM OF HIGHLY QUALIFIED PROFESSIONALS WORK WITH A LIMITED NUMBER OF CLIENTS, WHICH TRANSLATES INTO DEEPER AND MORE INTIMATE RELATIONSHIPS.”

The judges were particularly impressed by the efforts made at Independent Investment Advisors to help any and all types of clients. The advisory specialists have a variety of on-going projects, working alongside individuals, families, estates and small businesses and dedicate their services to establishing the most efficient and cost-effective ways to help each one of them. The investment needs of SMEs are slightly different from the average corporate employee and Goran works with them on retirement planning, money management and tax efficient investments.

Independent Investment Advisors Receives 2022 Best of Portland Award

· ·

PORTLAND July 22, 2022 — Independent Investment Advisors has been selected for the 2022 Best of Portland Award in the Financial Planner category by the Portland Award Program.

Press Release

FOR IMMEDIATE RELEASE

Independent Investment Advisors Receives 2022 Best of Portland Award

Portland Award Program Honors the Achievement

PORTLAND July 22, 2022 — Independent Investment Advisors has been selected for the 2022 Best of Portland Award in the Financial Planner category by the Portland Award Program.

Each year, the Portland Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Portland area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2022 Portland Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Portland Award Program and data provided by third parties.

About Portland Award Program

The Portland Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Portland area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Portland Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

SOURCE: Portland Award Program

CONTACT:
Portland Award Program
Email: PublicRelations@awardsrecognition-businesses.com
URL: http://www.awardsrecognition-businesses.com

2022 Best of Portland Awards – Financial Planner

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We are thrilled to announce our third managed portfolio program: Structured or Defined Outcome Portfolio

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This portfolio program is well suited for a general investment or savings portfolio—an investor looking to grow their investment at a moderate rate without a long-term investment horizon. Perhaps even for a real estate investor looking to diversify. The portfolio approach primarily consists of US registered index ETF’s and derivatives, more specifically, options. The portfolio approach also takes advantage of leverage (margin). The advisor is actively engaged in managing positions based on the current market and economic trends.