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PROFESSIONAL PROFILE

Goran Ognjenovic

Founder & Principal Advisor
Independent Investment Advisors
Portland, OR
Office: 971-350-8068
info@independentadvisorsnw.com
www.independentadvisorsnw.com

Professional Approach

We work with a limited number of clients, which means low advisor to client ratio, deeper relationships, custom financial plans, custom portfolios, custom risk management, and better results. If your goals are achievable, we will help you find a way. Our services include comprehensive financial planning, advice, and investment management. We specialize in working with small business owners, high earning professionals and high net worth clients. Goran is the firm’s founder and principal advisor.

How We Work:

We belive that Comprehensive Plan + Ongoing Risk Management + Time = Success!

Our fee structure is transparent and straightforward, and we only invest either directly into underlying assets or low-cost Exchange Traded Funds. We don’t earn commissions, rebates, or incentives of any kind. There are no conflicts of interest.

We use the best-of-breed technology providers and are free to pick any asset globally, including derivatives, which we use to generate income or provide volatility protection.

We construct our portfolios from scratch for every client. We tailor the risk/reward profile to our client’s needs and personality. We review industry research and market internals every single day to keep a pulse on what is going on.

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We provide fee-based planning and investment advisory services. Securities and reporting offered through Interactive Brokers and Schwab Institutional, members FINRA and SIPC.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.