Forward-thinking, objective investment advisory services.

Who is Multnomah Group?

Multnomah Group is a 100% fee-for-service consulting firm. We help clients create a world-class retirement plan for their employees without the shadow of conflicts or shareholders. Our focus is on you, the plan sponsor. We help you understand the responsibilities and navigate the complexities of overseeing your retirement plan. Our annual fiduciary program focuses on your fiduciary requirements for investment oversight, vendor and plan management, and plan governance, creating a comprehensive strategy to arm you with the tools and knowledge to positively impact the retirement readiness outcomes of your employees. We do this through a practical approach focused on our clients' needs, not the industry or the vendors within it. 

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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.

Advisor Independence Guide

Advisor Independence:
Managed Accounts and the Role of a Retirement Plan Fiduciary

This Guide explores fiduciary obligations under the ERISA, the role of the investment fiduciary under ERISA Section 404, and how some advisors’ actions are now being challenged as unlawful in class action litigation.

Download the Advisor Independence Guide

Latest from the Blog

Caring About Our Communities: We Believe In Portland Volunteer Event

Last week, we took part in the first annual We Believe in Portland clean-up with AdoptOneBlock, Thesis and Boly:Welch. It ... Read more

9th Circuit Decision Shines a Spotlight on ‘Prohibited Transaction’ Definition

The 9th Circuit Court of Appeals reversed a lower court’s summary judgment decision in favor of AT&T in the case ... Read more

Featured Webinars

Upcoming Webinar: 2023 Regulatory Update

Join members of our Technical Services Committee for a review and discussion covering the legislative, regulatory, and litigation changes affecting retirement plans in 2023.

Read more

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