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Forward-thinking, objective investment advisory services.
Investment

Investment Consulting

Comprehensive investment consulting services to plan sponsors, based on fundamental research. Learn More
Investment

Vendor and Plan Management

Developing objective processes to help clients select and monitor service providers to their plan and its participants. Learn More
Investment

Fiduciary Governance

Building strong fiduciary governance structures to empower plan sponsors to proactively manage the plan to ensure its ongoing health and success. Learn More

Who is Multnomah Group?

Multnomah Group is a 100% fee-for-service consulting firm. We serve our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure, paired with our forward-thinking, comprehensive solutions, enable us to serve as a partner for clients. Plan sponsors are required to deal with complicated subject matter and we work to unravel that complex information and create clear pathways and smart strategies for their retirement plan program.

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Multnomah Group Notable Recognitions

Committed to industry excellence.

We’re humbled by the feedback from our industry. Learn more about our recent recognitions.
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Fee Compression:
Five Ways Providers
Monetize Recordkeeping

Generally, we believe there are five areas where recordkeeping vendors have tried to monetize their relationship with retirement plans: proprietary investment management, managed accounts, IRA rollovers, cross-selling retail financial products, and annuitization. In this paper, we take a closer look at each of these five approaches.

Download the White Paper

Latest from the Blog

Morningstar Introducing New ‘Factor Profile’ Tool

Morningstar established its ‘style box’ nearly 30 years ago.  Since then, the style box has become the primary method for ... Read more

Student Loan Debt & the Impact on Retirement Savings

Recent news reports have highlighted an issue that many Americans struggle with, and when looking at the underlying data, it ... Read more

Featured Webinars

Upcoming Webinar: Breaking Down the SECURE Act's Impact on DC Retirement Plans

Do you understand what the SECURE Acts means for your defined contribution retirement plan specifically? Join our webinar on February 26 at 10 am PST as we walk through the provisions of the Act and how it impacts your plan.

Read more

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