Differentiating price and value is a key part of our investment strategy
In some circumstances, converting Traditional IRAs to Roth IRAs can help lower overall taxes paid.
Target Date Funds are a popular option for investors, but not all funds are created equal.
Blue River Capital Management, LLC is a registered investment adviser in the States of Oregon and Washington.
Jack, co-founder and Chief Investment Officer at BRCM, excels in investment research and portfolio management. Transitioning from litigation consulting to investment management, he previously served as a portfolio manager at Baker Ellis Asset Management. A University of Oregon graduate with an MBA, CPA, and CFA, Jack is a high-level amateur golfer who finds joy in family time and staying updated on investment research.
Co-founder of Blue River Capital Management, Philip blends his decade of expertise from Baker Ellis Asset Management with a Chartered Financial Analyst designation. His financial journey began at the University of Arizona, competing in golf while studying finance. Off duty, he’s engaged in golf, skiing, and serves on the Board of Directors for the First Tee of Greater Portland. His wide-ranging interests encompass cooking, reading, travel (especially to Sweden), curling, and quality time with fiancé Jess and their dachshund, Milo.
