Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. At Mengis Capital Management, Inc., we work to achieve our clients’ goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, diversification and management, our approach helps clients maintain their plan and achieve their long-term goals.

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. We provide clients with sophisticated tax-management strategies that help drive overall net returns. In addition, we engage with our clients’ CPA/Tax advisors to ensure maximum after-tax returns.

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly experienced experts.