Mengis Capital Management, Inc.
Overview
Established in 2001, Mengis Capital Management, Inc. is a privately held investment firm based in Portland, Oregon. The firm specializes in managing equity and fixed income portfolios for high-net-worth individuals, foundations, and pensions, emphasizing tax-efficient strategies and personalized financial planning. With over $800 million in assets under management, Mengis Capital Management offers comprehensive wealth management services tailored to each client's unique needs. The firm's investment approach is disciplined and client-focused, aiming to achieve optimal portfolio performance through strategic asset allocation and customized investment strategies. Mengis Capital Management provides discretionary portfolio management for individuals, retirement funds, corporations, trusts, and endowments. The firm also serves as a sub-adviser to other advisory firms, assisting them in managing their clients' assets. Mengis Capital Management is led by President and CEO Jeff Mengis, who founded the firm in 2001. With over 37 years of investment experience, Jeff has successfully managed portfolios through various market cycles, focusing on building long-term relationships with clients based on trust, discipline, and responsiveness. The firm's team of experienced professionals is dedicated to providing exceptional, personalized service, ensuring that each client's financial goals are met with the highest standard of care and expertise.
Portfolio Companies
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Frequently asked questions about Mengis Capital Management, Inc.
What sectors does Mengis Capital Management, Inc. invest in?
Mengis Capital Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Portland, United States. Mengis Capital Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Mengis Capital Management, Inc. invest at?
Mengis Capital Management, Inc. backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 100M.
Which regions does Mengis Capital Management, Inc. invest in?
Mengis Capital Management, Inc. invests across United States.
Who are the partners at Mengis Capital Management, Inc.?
Team members listed for Mengis Capital Management, Inc. include Jeff Mengis (President | CEO) and Cindy Aschbacher (Chief Compliance Officer | Portfolio Manager).
What companies has Mengis Capital Management, Inc. invested in?
Mengis Capital Management, Inc.'s portfolio includes Merck & Co., Inc..
How do I contact Mengis Capital Management, Inc.?
Mengis Capital Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
