Steward Partners Investment Solutions, LLC

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Steward Partners Investment Solutions, LLC — overview

About

Based in Oregon, US, and founded in 1928, Steward Partners Investment Solutions, LLC, formerly known as Umpqua Investments, Inc., provides securities and investment advisory services. The company has 22 advisors and USD 3.4 billion in client assets. The company became an affiliate of Steward Partners Global Advisory, LLC through the acquisition in 2021. Steward Partners Investment Solutions, LLC provides securities and investment advisory services that include retirement, financial, estate planning, life insurance, and portfolio management services for charitable institutions, small businesses, trusts and corporations, foundations, and limited liability companies.

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