Occam Advisors Inc.

Occam Advisors Inc.

Business-Consulting-and-Services

Portland, OR
United States
Company Tagline

Aligning Capital with Purpose

Industry Category
Business-Consulting-and-Services
Company Description

Occam Advisors Inc. is a leading business consulting and services firm dedicated to aligning capital with purpose. With a focus on mission-driven investment strategies, Occam Advisors collaborates closely with clients to define their investment goals and works within communities to develop impactful opportunities.

Occam Advisors Inc. excels in the execution and management of investments, offering comprehensive services in fund due diligence, portfolio management, and program advising. Located in Portland, OR 97214, US, the company specializes in impact investing, serving family offices, community foundations, and other organizations committed to making a difference through their investments.

Occam Advisors Inc. provides expert guidance in program design, impact-first investing, place-based investing, and stakeholder relations. The firm is committed to helping clients create robust investment policy statements that reflect their values and objectives. Occam Advisors Inc. is continuously enhancing its services to provide the best possible support for its clients. We invite the manager of Occam Advisors Inc. to create a customized and exclusive company showcase and product listing on our platform.

Occam Advisors Inc. est un cabinet de conseil et de services aux entreprises de premier plan, dédié à l'alignement du capital sur un objectif précis. En mettant l'accent sur les stratégies d'investissement axées sur la mission, Occam Advisors collabore étroitement avec ses clients pour définir leurs objectifs d'investissement et travaille au sein des communautés pour développer des opportunités percutantes.

Occam Advisors Inc. excelle dans l'exécution et la gestion des investissements, offrant des services complets en matière de diligence raisonnable des fonds, de gestion de portefeuille et de conseil en programmes. Située à Portland, OR 97214, États-Unis, la société est spécialisée dans l'investissement à impact, au service des family offices, des fondations communautaires et autres organisations engagées à faire la différence grâce à leurs investissements.

Occam Advisors Inc. fournit des conseils d'experts en matière de conception de programmes, d'investissement à impact prioritaire, d'investissement axé sur le territoire et de relations avec les parties prenantes. L'entreprise s'engage à aider ses clients à créer des déclarations de politique d'investissement robustes qui reflètent leurs valeurs et leurs objectifs. Occam Advisors Inc. améliore continuellement ses services afin de fournir le meilleur soutien possible à ses clients. Nous invitons le directeur d'Occam Advisors Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Lila Khammash Patrick Maloney

Compare Companies Side by Side

Compare Occam Advisors Inc. with 3 companies in Business-Consulting-and-Services

4 Companies
Comparison Field
Occam Advisors Inc.
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Founded Year
2020 2015 2019
Company Size
2-10 11-50 2-10
City
Portland, OR Birkirkara, Malta Excelsior, Minnesota
Country
United States Malta United States
Skills & Keywords Comparing with main company
18 Total Skills
Impact Investing Investment Management Business Consulting Financial Services Portfolio Management Fund Management Investment Strategies Family Offices Fund Due Diligence Program Advising Impact Investing Coaching Program Design Impact First Investing Community Foundations Investment Consultancy Place-Based Investing Stakeholder Relations Investment Policy Statement
8 Total 8 Unique
Unique Skills:
Advisory Community Advocacy Community Development Community Engagement Consulting Lead Generation +2
9 Total 9 Unique
Unique Skills:
Alternative Strategies Asset Management Equities Fixed-Income Hedge Funds Multi-Asset Strategies +3
13 Total 13 Unique
Unique Skills:
Brand Business Strategy Sustainability Consulting Communications Courageous Leadership Environment ESG +7
4
Total Companies
2015
Oldest Founded
2
Countries
48
Unique Skills

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Alternative Company Names

This company is also known as

Occam Advisors Inc. 奥卡姆顾问公司 ओकैम एडवाइजर्स इंक. أوكام أدفايزورز إنك. Оккам Эдвайзерс Инк.