Our commitment to accessibility distinguishes us in the industry.
Through personal relationships and diligent portfolio review, we foster long-term trust and loyalty among our clients.
Our Purpose
Washington Park Advisors, established in 2016 and based in Portland, OR, is an SEC Registered Investment Advisor dedicated to preserving and growing clients’ wealth. Our experienced team combines over 90 years of portfolio management expertise with a steadfast commitment to client prosperity.
We prioritize our clients’ financial success and strive to provide tailored investment decisions that align with their unique needs. Our commitment to excellence ensures that we remain focused on delivering long-term results for those we serve.
Our Team
Paul Wittman
Managing Director | Portfolio Manager
Paul is one of the founding members of Washington Park Advisors and has been working in the financial services industry for over 30 years. Previously, Paul worked for Lateef Investment Management for over 20 years, focusing on client relations, trading, marketing, and investment research. Outside the office, Paul enjoys playing golf, traveling, exercising, and spending time with family and friends.
Education & Background
- B.A. in Economics, University of Washington
- Series 65 securities license
- Over 30 years of experience in the financial services industry
- Over 20 years at Lateef Investment Management focusing on client relations, trading, marketing, and investment research
Larry Frager
PORTFOLIO MANAGER
Larry is one of the founding members of Washington Park and was previously a Senior Portfolio Manager at Lateef Investment Management for more than 30 years. Before working at Lateef Investment Management, he practiced corporate law in New York, Honolulu, and Portland.
Education & Background
Matt Schaefer
MANAGING DIRECTOR
Matt joined Washington Park at the launch in March of 2016. He offers 20 years of experience in investment management and wealth advisory services. Prior to Washington Park, Matt held management positions at StanCorp Financial Group, CTC, myCFO, and Lateef Investment Management. When not in the office, you will find Matt spending time with his family and enjoying the outdoors.
Education & Background
- B.A. in Accounting, University of Portland
- 20 years of experience in investment management and wealth advisory services
- Management positions at StanCorp Financial Group, CTC, myCFO, and Lateef Investment Management
Our Philosophy
We strive to uphold these core principles in our work with clients, as well as in our company culture.
QUALITY INVESTING
We focus on excellence in every investment.
Our fundamental approach emphasizes quality investing while effectively managing downside risk, ensuring we align with our clients’ financial objectives.
PROVEN PROFORMANCE
We have a track record of sustained success.
Our core team brings a track record of sustained performance, a shared commitment to their clients, and over 90 years of combined portfolio management and industry experience.
DIVERSE CLIENTELE
We cater to a wide range of needs.
With over $350 million under management, our clients include individuals, corporations, profit-sharing plans, retirement accounts, trusts, and foundations.
CLIENT WEALTH PRESERVATION
We seek to preserve & grow our clients’ capital.
Over the past 30 years, we’ve been able to maintain a disciplined investment strategy, navigating the pitfalls of market fluctuations, resulting in long-term investment success for our clients.
Discover the advantage of active investment management.
As fiduciaries, Washington Park Advisors is dedicated to your financial success. We’re aligned with your goals every step of the way, ensuring your best interests are always our priority. Whether you’re new to investing or have an established portfolio, we’re here to help. Call us to schedule a conversation about your future financial endeavors.
