Clients work directly with a highly credentialed and experienced investment counselor. He or she will develop a financial plan based on an analysis of your current financial condition and your risk tolerance, as well as qualitative information such as your values, hopes, fears, preferences and other non-financial goals. Because we are compensated only by client fees, our advice is objective and unbiased, unaffected by any incentive to recommend one investment over another. Our only goal is to help you secure your financial future.

Your counselor then creates a portfolio designed and tested to meet your needs and risk tolerance. Counselors have a team of professionals with vast experience in portfolio allocation and investment vehicles and a rigorous methodology standing behind them.

Confidential Financial Review

Request a confidential, no-obligation financial review. Click here to learn more.

All portfolios undergo an extensive performance review quarterly. Clients receive reports quarterly — or more often — detailing holdings, market value and activity, as well as a quarterly performance review which compares investment returns to appropriate benchmarks.

We at The Standard have been helping people secure their financial futures for decades. The professionals at StanCorp Investment Advisers also manage almost $15 billion for hundreds of thousands of retirement plan participants.