About Tovren
An independent firm, owned by the people who work here and answerable only to our clients.
Why we started
Tovren began in 2012, when two advisors left a large brokerage firm. They were tired of meetings that ended in a product recommendation, and of clients who could not tell what they were paying.
We set up as a fee-only fiduciary from the first day. We sell nothing, take no commissions and hold no proprietary funds, so the only way we grow is by doing good work for the families who trust us.
Today we are a team of fourteen in Portland, working with clients across the country.
What we believe
Plain answers
If we cannot explain a recommendation in a sentence, we do not make it.
Patience pays
Most of the returns you keep come from staying invested and keeping costs low.
Know the whole picture
Investments, taxes and estate plans affect each other, so we look at them together.
Leadership
-
Mara Lindqvist, CFP
Founder and lead advisor
-
Jonah Reyes, CFA
Chief investment officer
-
Priya Natarajan, CPA
Director of tax planning
-
Owen Hartley
Client service manager