Washington Park Advisors — an SEC Registered Investment Advisor — was founded in 2016 in Portland, OR. Prior to founding Washington Park, the core team of Larry Frager, Paul Wittman, and Matt Schaefer worked together at Lateef Investment Management, a San Francisco-based firm, founded in 1975. The core team historically brings a track record of sustained performance, a shared commitment to their clients, and over 50 years of combined portfolio management and industry experience.
With over $400m under management, Washington Park’s clients range from individuals, corporations, profit-sharing plans, retirement accounts, trusts, and foundations.
We seek to preserve and grow our clients’ money. Over the past 25 years, we’ve been able to maintain a disciplined investment strategy, navigating the pitfalls of market fluctuations that can wipe out entire portfolios. Our fundamental approach centers on quality investing while managing downside risk.
We set ourselves apart by our accessibility and portfolio customization. By establishing personal relationships and monitoring each portfolio, we’ve built long term trust and loyalty among our clients.