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Welcome to Soaring Investment Management
Everything we do is built around you
At Soaring, our purpose is simple: to help clients achieve their goals through tax‑informed financial strategies and custom investment portfolios. We view investing as a long‑term relationship—not a transaction. With offices in Portland, Charlotte, and Southern California, we serve clients nationwide. Our advisors take a personalized approach, tailoring each plan and portfolio to reflect the specific needs of the clients we serve.
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Designed and managed in-house & tailored for you
Unlike firms that outsource portfolio management to third-party managers, we design and manage every portfolio in-house. That means closer collaboration, clearer accountability, and investment decisions grounded in a deep understanding of your financial life. This approach offers three distinct advantages:
Direct access
You work directly with the team managing your portfolio. With no middle layer, we have a complete view of your goals, circumstances, and priorities—allowing for open communication, informed decision-making, and true accountability.
Lower costs
By managing portfolios entirely in-house, we eliminate unnecessary layers and fees. We focus on simple, proven investment factors that can make a meaningful difference over time—and keep more of your return invested and compounding toward your goals.
True customization
In-house management empowers us to tailor your investments to what matters most to you—and adjust your portfolio as quickly as your financial life evolves, always with your own goals and values in top of mind.
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Who We Serve
We believe the best portfolios are built from understanding. Of the financial markets, yes. But also of the people behind them. Every portfolio we design begins with your goals, your values, and your unique financial story. No matter who you are or what your financial circumstances are today, we are here to help.
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Managing wealth is a responsibility, not a transaction.
It requires judgment, discipline, and people willing to be accountable for the decisions they make on your behalf.
That’s the standard we hold ourselves to.
Every portfolio. Every client. Every day.
