Our People

Meet the Stan­Corp Invest­ment Advis­ers Team

Select­ing an invest­ment advi­sor is an intensely per­sonal deci­sion and the basis for a long-term rela­tion­ship. Every one of our finan­cial advi­sors has deep expe­ri­ence in the dis­ci­pline of man­ag­ing money. What sets these indi­vid­u­als apart is their com­mit­ment to your suc­cess. But your finan­cial advi­sor has to know more than money. He has to know you. Your goals become his goals. It’s about per­son­al­ized ser­vice built on trust.

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 us 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.