The Freyr Group
The Freyr Group
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  • Our Process
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Our Services

Financial Planning

Investment Management

Investment Management

We build a full financial plan tailored to your life using industry-leading tools. From retirement and cash flow to risk management and estate planning, we bring every piece together into one clear roadmap.

Investment Management

Investment Management

Investment Management

We design and manage investment portfolios aligned with your goals and risk profile. Through our investment platform, you’ll have simple, transparent access to your accounts with ongoing monitoring and rebalancing

Ongoing Advice

Investment Management

Ongoing Advice

We don’t just stop at a plan. As life and markets change, we meet regularly to adjust course. Ongoing planning includes collaboration with your CPA or attorney, and continual guidance through every stage of wealth and life.

Flexible Engagement

Most clients engage us for a full plan of ongoing portfolio management, with an initial planning fee and a transparent annual fee based on assets we manage. For those who only want a standalone plan, we also offer a one-time engagement.

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materials discussed. All information and ideas should be discussed in detail with your individual

adviser prior to implementation. Advisory services are offered by The Freyr Group, LLC, an Investment

Advisor in the State of Oregon. Being registered as an investment adviser does not imply a certain

level of skill or training.


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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance,

and time horizons. Investing always involves risk and possible loss of capital.  © 2018 The Freyr Group - All Rights Reserved.

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