Keudell/Morrison Wealth Management

Overview

Keudell/Morrison Wealth Management is a private investment firm based in Salem, Oregon, specializing in comprehensive investment advisory services. They offer personalized investment consulting and management, focusing on asset allocation, wealth preservation, tax optimization, and financial planning for individuals, families, organizations, and foundations. Their services include designing and implementing tailored investment strategies, managing global asset model portfolios, and assisting with retirement and education funding. The firm's investment approach emphasizes a coordinated strategy that integrates public and private markets, prioritizing tax efficiency and risk management. They provide institutional-quality alternatives and apply institutional due diligence to private opportunities. Their investment philosophy is designed for after-tax growth and capital preservation, focusing on downside risk management, specialist manager selection, and a long-term, multigenerational capital mindset. Keudell/Morrison Wealth Management operates as a fiduciary, legally and ethically required to act in clients' best interests at all times. They custody client assets at Charles Schwab & Co., Inc., one of the nation's leading providers of financial services. The firm is registered with the U.S. Securities and Exchange Commission and offers investment advisory services where appropriately registered or exempt from registration, after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm's ADV Part 2A brochure document.

Investment Focus

• Minimum investable assets of $1 million
• Commitment to a long-term, multigenerational capital mindset
• Alignment with firm's investment philosophy focusing on after-tax growth and capital preservation

Portfolio Companies