EFG Asset Management (North America) Corp is a registered investment advisor located in Portland, Oregon, that primarily serves institutional clients, pooled investment vehicles, and model portfolio platforms. EFG Asset Management (North America) Corp focuses on long-only United States equity strategies using a disciplined fundamental and quantitative bottom-up research process to identify growth-oriented companies. The firm manages discretionary accounts for institutional clients and offshore funds, and provides model portfolios to other financial institutions and registered investment advisors.
Assets Under Management$810M
Clients4
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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