Timberline Investment Management, LLC (Timberline) is a registered investment advisor dedicated to quality and
    objective service to its clients.  A relationship of integrity is built upon a full understanding of needs and backing that
    with extensive experience, credentials, and premium information systems.  A Timberline relationship includes:

  •        Investment management services - includes Timberline Dividend & Growth strategy
  •        Asset allocation and risk management advisory services
  •        Regular meetings and open communication
  •        Concise and effective reporting (regular quarterly reports; specialty reports available upon demand)
  •        Portfolio accounting (tracking of performance, positions, gains/losses, income, and fees)
  •        Quarterly newsletter
  •        Communication and coordination with other service providers (accountants, attorneys, consultants, etc)
  •        Assistance with any and all portfolio matters

    Investments are held in separate brokerage/custodian account(s) in the name of the client where the client has
    authorized Timberline as advisor.     

    Timberline serves without conflict as a fee-only advisor.  Fees are based on a percentage of assets managed with
    charges starting at 1% and declining with greater asset balances.


    Timberline is not a broker/custodian (entities that have actual possession of the assets).  Commissions are a cost of managing the portfolio and are paid
    to the broker.  Timberline seeks long-term holding periods and the minimization of all costs related to portfolio management.  
Timberline Investment Management, LLC
Services
Timberline Investment Management, LLC.
503-657-7100
Info@TimberlineInvestment.com
Investing with Integrity
An Invitation
ABOUT TIMBERLINE
ABOUT DIVIDEND & GROWTH
DIVIDEND STOCK INVESTING
An Invitation