Dan Sholian

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Finance

Consumer Services

Profil

Mr. Dan Sholian is Senior Consultant at Deschutes Investment Advisors, Inc. He has been a registered representative since 1982.
He joined the firm in March 1997.
Prior to joining Deschutes Investment Advisor, Mr. Sholian joined Dain Rauscher in 1993 to focus on consulting for high net-worth individuals and in 1997 left with Bryn to work at Deschutes Portfolio Strategies, Inc., a registered investment advisory and consulting firm.
Prior to Dain Rauscher, he was with Ragen Mackenzie, Seattle, and Shearson Lehman, Seattle.
Mr. Sholian received his BS in Finance from the University of Oregon.
He lives in Lake Oswego, Oregon with his wife and their two daughters.

Anciens postes connus de Dan Sholian

Sociétés	Poste	Fin
Dain Rauscher, Inc. Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	28/02/1997
Ragen MacKenzie Group, Inc. Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/1992
Shearson Lehman Bros., Inc. Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services	Corporate Officer/Principal	-
Deschutes Investment Advisors, Inc. Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships.	Consultant / Advisor	-

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Sociétés liées

Entreprise privées	5
Shearson Lehman Bros., Inc. Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services	Finance
Ragen MacKenzie Group, Inc. Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dain Rauscher, Inc. Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Deschutes Investment Advisors, Inc. Deschutes Investment Advisors, Inc. Investment ManagersFinance Deschutes Investment Advisors (DIA) believes that superior investment returns are best created by long-term participation in the global capital markets. The firm offers their clients customized portfolios that deliver reliable, low-cost, tax-efficient investment returns. They invest client assets mainly in low-fee, institutional class, no-load, open-end mutual funds. DIA's objective is to combine multiple mutual funds from different management companies in order to build a diversified portfolio which matches the client's risk parameters. The firm also uses other types of investments including: individual equity securities (exchange-listed, OTC and foreign), ETFs, closed-end funds, warrants/options, individual corporate bonds, CDs, municipal bonds, annuities, US government securities and investment partnerships.	Finance